snaptrade-typescript-sdk 3.0.0 → 5.0.0

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (405) hide show
  1. package/.konfig/generate-id.txt +1 -1
  2. package/.konfigignore +3 -1
  3. package/README.md +107 -23
  4. package/api/account-information-api.ts +1075 -0
  5. package/api/api-disclaimer-api.ts +190 -0
  6. package/api/api-status-api.ts +128 -0
  7. package/api/authentication-api.ts +591 -0
  8. package/api/connections-api.ts +425 -0
  9. package/api/error-logs-api.ts +175 -0
  10. package/api/options-api.ts +758 -0
  11. package/api/portfolio-management-api.ts +3402 -0
  12. package/api/reference-data-api.ts +1076 -0
  13. package/api/trading-api.ts +1339 -0
  14. package/api/transactions-and-reporting-api.ts +391 -0
  15. package/api.ts +12 -11530
  16. package/base.ts +1 -2
  17. package/client.ts +55 -0
  18. package/common.ts +16 -54
  19. package/configuration.ts +33 -10
  20. package/dist/api/account-information-api.d.ts +525 -0
  21. package/dist/api/account-information-api.js +1049 -0
  22. package/dist/api/api-disclaimer-api.d.ts +102 -0
  23. package/dist/api/api-disclaimer-api.js +245 -0
  24. package/dist/api/api-status-api.d.ts +70 -0
  25. package/dist/api/api-status-api.js +203 -0
  26. package/dist/api/authentication-api.d.ts +280 -0
  27. package/dist/api/authentication-api.js +659 -0
  28. package/dist/api/connections-api.d.ts +214 -0
  29. package/dist/api/connections-api.js +470 -0
  30. package/dist/api/error-logs-api.d.ts +94 -0
  31. package/dist/api/error-logs-api.js +240 -0
  32. package/dist/api/options-api.d.ts +381 -0
  33. package/dist/api/options-api.js +728 -0
  34. package/dist/api/portfolio-management-api.d.ts +1624 -0
  35. package/dist/api/portfolio-management-api.js +3574 -0
  36. package/dist/api/reference-data-api.d.ts +481 -0
  37. package/dist/api/reference-data-api.js +1244 -0
  38. package/dist/api/trading-api.d.ts +662 -0
  39. package/dist/api/trading-api.js +1276 -0
  40. package/dist/api/transactions-and-reporting-api.d.ts +204 -0
  41. package/dist/api/transactions-and-reporting-api.js +387 -0
  42. package/dist/api.d.ts +12 -7363
  43. package/dist/api.js +24 -9175
  44. package/dist/base.d.ts +1 -1
  45. package/dist/base.js +1 -2
  46. package/dist/client.d.ts +27 -0
  47. package/dist/client.js +34 -0
  48. package/dist/common.d.ts +1 -6
  49. package/dist/common.js +26 -81
  50. package/dist/configuration.d.ts +21 -6
  51. package/dist/configuration.js +13 -8
  52. package/dist/index.d.ts +3 -1
  53. package/dist/index.js +3 -2
  54. package/dist/jest.config.js +0 -1
  55. package/dist/models/account-holdings.d.ts +47 -0
  56. package/dist/models/account-holdings.js +15 -0
  57. package/dist/models/account-order-record-status.d.ts +39 -0
  58. package/dist/models/account-order-record-status.js +43 -0
  59. package/dist/models/account-order-record.d.ts +126 -0
  60. package/dist/models/account-order-record.js +15 -0
  61. package/dist/models/account-simple.d.ts +37 -0
  62. package/dist/models/account-simple.js +15 -0
  63. package/dist/models/account.d.ts +76 -0
  64. package/dist/models/account.js +15 -0
  65. package/dist/models/action.d.ts +21 -0
  66. package/dist/models/action.js +25 -0
  67. package/dist/models/apidisclaimer-accept-request.d.ts +24 -0
  68. package/dist/models/apidisclaimer-accept-request.js +15 -0
  69. package/dist/models/authentication-login-snap-trade-user200-response.d.ts +18 -0
  70. package/dist/models/authentication-login-snap-trade-user200-response.js +15 -0
  71. package/dist/models/balance.d.ts +32 -0
  72. package/dist/models/balance.js +15 -0
  73. package/dist/models/brokerage-authorization-type-read-only-brokerage.d.ts +37 -0
  74. package/dist/models/brokerage-authorization-type-read-only-brokerage.js +15 -0
  75. package/dist/models/brokerage-authorization-type-read-only.d.ts +56 -0
  76. package/dist/models/brokerage-authorization-type-read-only.js +26 -0
  77. package/dist/models/brokerage-authorization-type.d.ts +30 -0
  78. package/dist/models/brokerage-authorization-type.js +20 -0
  79. package/dist/models/brokerage-authorization.d.ts +76 -0
  80. package/dist/models/brokerage-authorization.js +15 -0
  81. package/dist/models/brokerage-symbol.d.ts +51 -0
  82. package/dist/models/brokerage-symbol.js +15 -0
  83. package/dist/models/brokerage-type.d.ts +31 -0
  84. package/dist/models/brokerage-type.js +15 -0
  85. package/dist/models/brokerage.d.ts +128 -0
  86. package/dist/models/brokerage.js +15 -0
  87. package/dist/models/calculated-trade.d.ts +32 -0
  88. package/dist/models/calculated-trade.js +15 -0
  89. package/dist/models/cash-restriction.d.ts +54 -0
  90. package/dist/models/cash-restriction.js +20 -0
  91. package/dist/models/currency.d.ts +37 -0
  92. package/dist/models/currency.js +15 -0
  93. package/dist/models/delete-user-response.d.ts +31 -0
  94. package/dist/models/delete-user-response.js +15 -0
  95. package/dist/models/dividend-at-date.d.ts +37 -0
  96. package/dist/models/dividend-at-date.js +15 -0
  97. package/dist/models/encrypted-response-encrypted-message-data.d.ts +37 -0
  98. package/dist/models/encrypted-response-encrypted-message-data.js +15 -0
  99. package/dist/models/encrypted-response.d.ts +31 -0
  100. package/dist/models/encrypted-response.js +15 -0
  101. package/dist/models/exchange-rate-pairs.d.ts +38 -0
  102. package/dist/models/exchange-rate-pairs.js +15 -0
  103. package/dist/models/exchange.d.ts +67 -0
  104. package/dist/models/exchange.js +15 -0
  105. package/dist/models/excluded-asset.d.ts +26 -0
  106. package/dist/models/excluded-asset.js +15 -0
  107. package/dist/models/index.d.ts +102 -0
  108. package/dist/models/index.js +118 -0
  109. package/dist/models/jwt.d.ts +25 -0
  110. package/dist/models/jwt.js +15 -0
  111. package/dist/models/login-redirect-uri.d.ts +30 -0
  112. package/dist/models/login-redirect-uri.js +15 -0
  113. package/dist/models/manual-trade-and-impact.d.ts +39 -0
  114. package/dist/models/manual-trade-and-impact.js +15 -0
  115. package/dist/models/manual-trade-balance.d.ts +39 -0
  116. package/dist/models/manual-trade-balance.js +15 -0
  117. package/dist/models/manual-trade-form.d.ts +69 -0
  118. package/dist/models/manual-trade-form.js +15 -0
  119. package/dist/models/manual-trade-symbol.d.ts +56 -0
  120. package/dist/models/manual-trade-symbol.js +15 -0
  121. package/dist/models/manual-trade.d.ts +72 -0
  122. package/dist/models/manual-trade.js +15 -0
  123. package/dist/models/model-asset-class-details.d.ts +32 -0
  124. package/dist/models/model-asset-class-details.js +15 -0
  125. package/dist/models/model-asset-class-target.d.ts +26 -0
  126. package/dist/models/model-asset-class-target.js +15 -0
  127. package/dist/models/model-asset-class.d.ts +31 -0
  128. package/dist/models/model-asset-class.js +15 -0
  129. package/dist/models/model-portfolio-asset-class.d.ts +32 -0
  130. package/dist/models/model-portfolio-asset-class.js +15 -0
  131. package/dist/models/model-portfolio-details.d.ts +39 -0
  132. package/dist/models/model-portfolio-details.js +15 -0
  133. package/dist/models/model-portfolio-security.d.ts +32 -0
  134. package/dist/models/model-portfolio-security.js +15 -0
  135. package/dist/models/model-portfolio.d.ts +43 -0
  136. package/dist/models/model-portfolio.js +21 -0
  137. package/dist/models/model400-failed-request-response.d.ts +31 -0
  138. package/dist/models/model400-failed-request-response.js +15 -0
  139. package/dist/models/model401-failed-request-response.d.ts +31 -0
  140. package/dist/models/model401-failed-request-response.js +15 -0
  141. package/dist/models/model403-failed-request-response.d.ts +31 -0
  142. package/dist/models/model403-failed-request-response.js +15 -0
  143. package/dist/models/model404-failed-request-response.d.ts +31 -0
  144. package/dist/models/model404-failed-request-response.js +15 -0
  145. package/dist/models/monthly-dividends.d.ts +32 -0
  146. package/dist/models/monthly-dividends.js +15 -0
  147. package/dist/models/net-contributions.d.ts +37 -0
  148. package/dist/models/net-contributions.js +15 -0
  149. package/dist/models/net-dividend.d.ts +38 -0
  150. package/dist/models/net-dividend.js +15 -0
  151. package/dist/models/option-chain-inner-chain-per-root-inner-chain-per-strike-price-inner.d.ts +37 -0
  152. package/dist/models/option-chain-inner-chain-per-root-inner-chain-per-strike-price-inner.js +15 -0
  153. package/dist/models/option-chain-inner-chain-per-root-inner.d.ts +38 -0
  154. package/dist/models/option-chain-inner-chain-per-root-inner.js +15 -0
  155. package/dist/models/option-chain-inner.d.ts +50 -0
  156. package/dist/models/option-chain-inner.js +15 -0
  157. package/dist/models/option-leg.d.ts +44 -0
  158. package/dist/models/option-leg.js +22 -0
  159. package/dist/models/option-strategy-legs-inner.d.ts +42 -0
  160. package/dist/models/option-strategy-legs-inner.js +15 -0
  161. package/dist/models/option-strategy.d.ts +51 -0
  162. package/dist/models/option-strategy.js +15 -0
  163. package/dist/models/options-get-option-strategy-request.d.ts +41 -0
  164. package/dist/models/options-get-option-strategy-request.js +19 -0
  165. package/dist/models/options-holdings.d.ts +57 -0
  166. package/dist/models/options-holdings.js +15 -0
  167. package/dist/models/options-place-option-strategy-request.d.ts +48 -0
  168. package/dist/models/options-place-option-strategy-request.js +26 -0
  169. package/dist/models/options-position.d.ts +63 -0
  170. package/dist/models/options-position.js +15 -0
  171. package/dist/models/options-symbol.d.ts +86 -0
  172. package/dist/models/options-symbol.js +15 -0
  173. package/dist/models/order-type.d.ts +23 -0
  174. package/dist/models/order-type.js +27 -0
  175. package/dist/models/partner-data.d.ts +92 -0
  176. package/dist/models/partner-data.js +15 -0
  177. package/dist/models/past-value.d.ts +37 -0
  178. package/dist/models/past-value.js +15 -0
  179. package/dist/models/performance-custom.d.ts +138 -0
  180. package/dist/models/performance-custom.js +15 -0
  181. package/dist/models/portfolio-group-info.d.ts +93 -0
  182. package/dist/models/portfolio-group-info.js +15 -0
  183. package/dist/models/portfolio-group-position.d.ts +38 -0
  184. package/dist/models/portfolio-group-position.js +15 -0
  185. package/dist/models/portfolio-group-settings.d.ts +50 -0
  186. package/dist/models/portfolio-group-settings.js +15 -0
  187. package/dist/models/portfolio-group.d.ts +31 -0
  188. package/dist/models/portfolio-group.js +15 -0
  189. package/dist/models/position-symbol.d.ts +56 -0
  190. package/dist/models/position-symbol.js +15 -0
  191. package/dist/models/position.d.ts +56 -0
  192. package/dist/models/position.js +15 -0
  193. package/dist/models/redirect-tokenand-pin.d.ts +31 -0
  194. package/dist/models/redirect-tokenand-pin.js +15 -0
  195. package/dist/models/security-type.d.ts +43 -0
  196. package/dist/models/security-type.js +15 -0
  197. package/dist/models/snap-trade-apidisclaimer-accept-status.d.ts +31 -0
  198. package/dist/models/snap-trade-apidisclaimer-accept-status.js +15 -0
  199. package/dist/models/snap-trade-holdings-account.d.ts +64 -0
  200. package/dist/models/snap-trade-holdings-account.js +15 -0
  201. package/dist/models/snap-trade-holdings-total-value.d.ts +31 -0
  202. package/dist/models/snap-trade-holdings-total-value.js +15 -0
  203. package/dist/models/snap-trade-login-user-request-body.d.ts +53 -0
  204. package/dist/models/snap-trade-login-user-request-body.js +20 -0
  205. package/dist/models/snap-trade-register-user-request-body.d.ts +30 -0
  206. package/dist/models/snap-trade-register-user-request-body.js +15 -0
  207. package/dist/models/status.d.ts +37 -0
  208. package/dist/models/status.js +15 -0
  209. package/dist/models/strategy-impact-legs-inner.d.ts +61 -0
  210. package/dist/models/strategy-impact-legs-inner.js +15 -0
  211. package/dist/models/strategy-impact.d.ts +86 -0
  212. package/dist/models/strategy-impact.js +15 -0
  213. package/dist/models/strategy-order-place-orders-inner-legs-inner.d.ts +61 -0
  214. package/dist/models/strategy-order-place-orders-inner-legs-inner.js +15 -0
  215. package/dist/models/strategy-order-place-orders-inner.d.ts +278 -0
  216. package/dist/models/strategy-order-place-orders-inner.js +15 -0
  217. package/dist/models/strategy-order-place.d.ts +32 -0
  218. package/dist/models/strategy-order-place.js +15 -0
  219. package/dist/models/strategy-order-record.d.ts +120 -0
  220. package/dist/models/strategy-order-record.js +47 -0
  221. package/dist/models/strategy-quotes-greek.d.ts +49 -0
  222. package/dist/models/strategy-quotes-greek.js +15 -0
  223. package/dist/models/strategy-quotes.d.ts +57 -0
  224. package/dist/models/strategy-quotes.js +15 -0
  225. package/dist/models/sub-period-return-rate.d.ts +37 -0
  226. package/dist/models/sub-period-return-rate.js +15 -0
  227. package/dist/models/symbol-query.d.ts +24 -0
  228. package/dist/models/symbol-query.js +15 -0
  229. package/dist/models/symbol.d.ts +51 -0
  230. package/dist/models/symbol.js +15 -0
  231. package/dist/models/symbols-quotes.d.ts +56 -0
  232. package/dist/models/symbols-quotes.js +15 -0
  233. package/dist/models/target-asset.d.ts +55 -0
  234. package/dist/models/target-asset.js +15 -0
  235. package/dist/models/time-in-force.d.ts +22 -0
  236. package/dist/models/time-in-force.js +26 -0
  237. package/dist/models/trade-execution-status.d.ts +91 -0
  238. package/dist/models/trade-execution-status.js +27 -0
  239. package/dist/models/trade-impact.d.ts +51 -0
  240. package/dist/models/trade-impact.js +15 -0
  241. package/dist/models/trade.d.ts +74 -0
  242. package/dist/models/trade.js +20 -0
  243. package/dist/models/trading-place-ocoorder-request.d.ts +30 -0
  244. package/dist/models/trading-place-ocoorder-request.js +15 -0
  245. package/dist/models/underlying-symbol.d.ts +64 -0
  246. package/dist/models/underlying-symbol.js +15 -0
  247. package/dist/models/universal-activity.d.ts +134 -0
  248. package/dist/models/universal-activity.js +36 -0
  249. package/dist/models/universal-symbol-ticker.d.ts +70 -0
  250. package/dist/models/universal-symbol-ticker.js +15 -0
  251. package/dist/models/universal-symbol.d.ts +69 -0
  252. package/dist/models/universal-symbol.js +15 -0
  253. package/dist/models/user-error-log.d.ts +55 -0
  254. package/dist/models/user-error-log.js +15 -0
  255. package/dist/models/user-idand-secret.d.ts +31 -0
  256. package/dist/models/user-idand-secret.js +15 -0
  257. package/dist/models/user-settings.d.ts +80 -0
  258. package/dist/models/user-settings.js +15 -0
  259. package/dist/models/usexchange.d.ts +73 -0
  260. package/dist/models/usexchange.js +15 -0
  261. package/dist/pagination/page-types.d.ts +27 -0
  262. package/dist/pagination/page-types.js +13 -0
  263. package/dist/pagination/page.d.ts +36 -0
  264. package/dist/pagination/page.js +61 -0
  265. package/dist/pagination/pageable.d.ts +58 -0
  266. package/dist/pagination/pageable.js +127 -0
  267. package/dist/pagination/paginate.d.ts +17 -0
  268. package/dist/pagination/paginate.js +78 -0
  269. package/dist/requestAfterHook.d.ts +8 -0
  270. package/dist/requestAfterHook.js +45 -0
  271. package/dist/requestBeforeHook.d.ts +8 -0
  272. package/dist/requestBeforeHook.js +8 -0
  273. package/docs/AccountInformationApi.md +485 -0
  274. package/docs/ApiDisclaimerApi.md +69 -0
  275. package/docs/ApiStatusApi.md +60 -0
  276. package/docs/AuthenticationApi.md +307 -0
  277. package/docs/ConnectionsApi.md +186 -0
  278. package/docs/ErrorLogsApi.md +65 -0
  279. package/docs/OptionsApi.md +321 -0
  280. package/docs/PortfolioManagementApi.md +1866 -0
  281. package/docs/ReferenceDataApi.md +597 -0
  282. package/docs/TradingApi.md +629 -0
  283. package/docs/TransactionsAndReportingApi.md +141 -0
  284. package/index.test.ts +62 -13
  285. package/index.ts +3 -3
  286. package/models/account-holdings.ts +61 -0
  287. package/models/account-order-record-status.ts +48 -0
  288. package/models/account-order-record.ts +142 -0
  289. package/models/account-simple.ts +43 -0
  290. package/models/account.ts +82 -0
  291. package/models/action.ts +30 -0
  292. package/models/apidisclaimer-accept-request.ts +29 -0
  293. package/models/authentication-login-snap-trade-user200-response.ts +31 -0
  294. package/models/balance.ts +40 -0
  295. package/models/brokerage-authorization-type-read-only-brokerage.ts +43 -0
  296. package/models/brokerage-authorization-type-read-only.ts +68 -0
  297. package/models/brokerage-authorization-type.ts +39 -0
  298. package/models/brokerage-authorization.ts +82 -0
  299. package/models/brokerage-symbol.ts +61 -0
  300. package/models/brokerage-type.ts +37 -0
  301. package/models/brokerage.ts +136 -0
  302. package/models/calculated-trade.ts +40 -0
  303. package/models/cash-restriction.ts +63 -0
  304. package/models/currency.ts +43 -0
  305. package/models/delete-user-response.ts +37 -0
  306. package/models/dividend-at-date.ts +43 -0
  307. package/models/encrypted-response-encrypted-message-data.ts +43 -0
  308. package/models/encrypted-response.ts +38 -0
  309. package/models/exchange-rate-pairs.ts +46 -0
  310. package/models/exchange.ts +73 -0
  311. package/models/excluded-asset.ts +34 -0
  312. package/models/index.ts +102 -0
  313. package/models/jwt.ts +31 -0
  314. package/models/login-redirect-uri.ts +35 -0
  315. package/models/manual-trade-and-impact.ts +49 -0
  316. package/models/manual-trade-balance.ts +49 -0
  317. package/models/manual-trade-form.ts +80 -0
  318. package/models/manual-trade-symbol.ts +64 -0
  319. package/models/manual-trade.ts +88 -0
  320. package/models/model-asset-class-details.ts +41 -0
  321. package/models/model-asset-class-target.ts +34 -0
  322. package/models/model-asset-class.ts +37 -0
  323. package/models/model-portfolio-asset-class.ts +40 -0
  324. package/models/model-portfolio-details.ts +50 -0
  325. package/models/model-portfolio-security.ts +40 -0
  326. package/models/model-portfolio.ts +52 -0
  327. package/models/model400-failed-request-response.ts +37 -0
  328. package/models/model401-failed-request-response.ts +37 -0
  329. package/models/model403-failed-request-response.ts +37 -0
  330. package/models/model404-failed-request-response.ts +37 -0
  331. package/models/monthly-dividends.ts +40 -0
  332. package/models/net-contributions.ts +43 -0
  333. package/models/net-dividend.ts +46 -0
  334. package/models/option-chain-inner-chain-per-root-inner-chain-per-strike-price-inner.ts +43 -0
  335. package/models/option-chain-inner-chain-per-root-inner.ts +46 -0
  336. package/models/option-chain-inner.ts +58 -0
  337. package/models/option-leg.ts +53 -0
  338. package/models/option-strategy-legs-inner.ts +47 -0
  339. package/models/option-strategy.ts +61 -0
  340. package/models/options-get-option-strategy-request.ts +51 -0
  341. package/models/options-holdings.ts +67 -0
  342. package/models/options-place-option-strategy-request.ts +57 -0
  343. package/models/options-position.ts +73 -0
  344. package/models/options-symbol.ts +94 -0
  345. package/models/order-type.ts +32 -0
  346. package/models/partner-data.ts +100 -0
  347. package/models/past-value.ts +43 -0
  348. package/models/performance-custom.ts +154 -0
  349. package/models/portfolio-group-info.ts +115 -0
  350. package/models/portfolio-group-position.ts +46 -0
  351. package/models/portfolio-group-settings.ts +58 -0
  352. package/models/portfolio-group.ts +37 -0
  353. package/models/position-symbol.ts +64 -0
  354. package/models/position.ts +64 -0
  355. package/models/redirect-tokenand-pin.ts +37 -0
  356. package/models/security-type.ts +49 -0
  357. package/models/snap-trade-apidisclaimer-accept-status.ts +37 -0
  358. package/models/snap-trade-holdings-account.ts +70 -0
  359. package/models/snap-trade-holdings-total-value.ts +37 -0
  360. package/models/snap-trade-login-user-request-body.ts +61 -0
  361. package/models/snap-trade-register-user-request-body.ts +35 -0
  362. package/models/status.ts +43 -0
  363. package/models/strategy-impact-legs-inner.ts +67 -0
  364. package/models/strategy-impact.ts +94 -0
  365. package/models/strategy-order-place-orders-inner-legs-inner.ts +67 -0
  366. package/models/strategy-order-place-orders-inner.ts +286 -0
  367. package/models/strategy-order-place.ts +40 -0
  368. package/models/strategy-order-record.ts +133 -0
  369. package/models/strategy-quotes-greek.ts +55 -0
  370. package/models/strategy-quotes.ts +67 -0
  371. package/models/sub-period-return-rate.ts +43 -0
  372. package/models/symbol-query.ts +29 -0
  373. package/models/symbol.ts +61 -0
  374. package/models/symbols-quotes.ts +64 -0
  375. package/models/target-asset.ts +62 -0
  376. package/models/time-in-force.ts +31 -0
  377. package/models/trade-execution-status.ts +105 -0
  378. package/models/trade-impact.ts +61 -0
  379. package/models/trade.ts +88 -0
  380. package/models/trading-place-ocoorder-request.ts +35 -0
  381. package/models/underlying-symbol.ts +76 -0
  382. package/models/universal-activity.ts +151 -0
  383. package/models/universal-symbol-ticker.ts +82 -0
  384. package/models/universal-symbol.ts +80 -0
  385. package/models/user-error-log.ts +61 -0
  386. package/models/user-idand-secret.ts +37 -0
  387. package/models/user-settings.ts +88 -0
  388. package/models/usexchange.ts +79 -0
  389. package/package.json +1 -1
  390. package/pagination/page-types.ts +34 -0
  391. package/pagination/page.ts +58 -0
  392. package/pagination/pageable.ts +113 -0
  393. package/pagination/paginate.ts +41 -0
  394. package/requestAfterHook.ts +53 -0
  395. package/requestBeforeHook.ts +14 -0
  396. package/tsconfig.json +1 -1
  397. package/dist/api.js.map +0 -1
  398. package/dist/base.js.map +0 -1
  399. package/dist/common.js.map +0 -1
  400. package/dist/configuration.js.map +0 -1
  401. package/dist/index.js.map +0 -1
  402. package/dist/index.test.d.ts +0 -1
  403. package/dist/index.test.js +0 -105
  404. package/dist/index.test.js.map +0 -1
  405. package/dist/jest.config.js.map +0 -1
@@ -0,0 +1,3402 @@
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+ /* tslint:disable */
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+ /* eslint-disable */
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+ /**
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+ * SnapTrade
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+ * Connect brokerage accounts to your app for live positions and trading
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+ *
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+ * The version of the OpenAPI document: 1.0.0
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+ * Contact: api@snaptrade.com
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+ *
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+ * NOTE: This file is auto generated by Konfig (https://konfigthis.com).
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+ * https://konfigthis.com
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+ * Do not edit the class manually.
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+ */
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+
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+ import globalAxios, { AxiosPromise, AxiosInstance, AxiosRequestConfig } from 'axios';
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+ import { Configuration } from '../configuration';
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+ // Some imports not used depending on template conditions
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+ // @ts-ignore
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+ import { DUMMY_BASE_URL, assertParamExists, setApiKeyToObject, setBasicAuthToObject, setBearerAuthToObject, setOAuthToObject, setSearchParams, serializeDataIfNeeded, toPathString, createRequestFunction } from '../common';
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+ // @ts-ignore
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+ import { BASE_PATH, COLLECTION_FORMATS, RequestArgs, BaseAPI, RequiredError } from '../base';
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+ // @ts-ignore
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+ import { Account } from '../models';
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+ // @ts-ignore
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+ import { Balance } from '../models';
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+ // @ts-ignore
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+ import { CalculatedTrade } from '../models';
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+ // @ts-ignore
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+ import { ExcludedAsset } from '../models';
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+ // @ts-ignore
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+ import { ModelAssetClassDetails } from '../models';
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+ // @ts-ignore
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+ import { ModelPortfolioDetails } from '../models';
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+ // @ts-ignore
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+ import { PortfolioGroup } from '../models';
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+ // @ts-ignore
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+ import { PortfolioGroupInfo } from '../models';
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+ // @ts-ignore
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+ import { PortfolioGroupPosition } from '../models';
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+ // @ts-ignore
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+ import { PortfolioGroupSettings } from '../models';
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+ // @ts-ignore
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+ import { SymbolQuery } from '../models';
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+ // @ts-ignore
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+ import { TargetAsset } from '../models';
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+ // @ts-ignore
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+ import { Trade } from '../models';
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+ // @ts-ignore
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+ import { UniversalSymbol } from '../models';
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+ import { paginate } from "../pagination/paginate";
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+ import { requestBeforeHook } from '../requestBeforeHook';
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+ /**
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+ * PortfolioManagementApi - axios parameter creator
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+ * @export
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+ */
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+ export const PortfolioManagementApiAxiosParamCreator = function (configuration?: Configuration) {
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+ return {
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+ /**
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+ *
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+ * @summary Adds an asset to exclude to a portfolio group
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+ * @param {string} portfolioGroupId The ID of the PortfolioGroup under which to exclude an asset.
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+ * @param {UniversalSymbol} [universalSymbol]
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+ * @param {*} [options] Override http request option.
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+ * @throws {RequiredError}
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+ */
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+ addPortfolioExcludedAsset: async (portfolioGroupId: string, universalSymbol?: UniversalSymbol, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
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+ // verify required parameter 'portfolioGroupId' is not null or undefined
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+ assertParamExists('addPortfolioExcludedAsset', 'portfolioGroupId', portfolioGroupId)
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+ const localVarPath = `/portfolioGroups/{portfolioGroupId}/excludedassets`
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+ .replace(`{${"portfolioGroupId"}}`, encodeURIComponent(String(portfolioGroupId)));
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+ // use dummy base URL string because the URL constructor only accepts absolute URLs.
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+ const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
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+ let baseOptions;
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+ if (configuration) {
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+ baseOptions = configuration.baseOptions;
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+ }
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+
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+ const localVarRequestOptions: AxiosRequestConfig = { method: 'POST', ...baseOptions, ...options};
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+ const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
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+ const localVarQueryParameter = {} as any;
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+
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+ // authentication PartnerClientId required
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+ await setApiKeyToObject(localVarQueryParameter, "clientId", configuration)
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+
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+ // authentication PartnerSignature required
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+ await setApiKeyToObject(localVarHeaderParameter, "Signature", configuration)
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+
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+ // authentication PartnerTimestamp required
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+ await setApiKeyToObject(localVarQueryParameter, "timestamp", configuration)
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+
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+
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+
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+ localVarHeaderParameter['Content-Type'] = 'application/json';
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+
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+ let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
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+ localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
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+ localVarRequestOptions.data = serializeDataIfNeeded(universalSymbol, localVarRequestOptions, configuration)
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+
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+ requestBeforeHook({
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+ queryParameters: localVarQueryParameter,
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+ requestConfig: localVarRequestOptions,
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+ path: localVarPath,
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+ configuration
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+ });
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+
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+ setSearchParams(localVarUrlObj, localVarQueryParameter);
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+ return {
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+ url: toPathString(localVarUrlObj),
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+ options: localVarRequestOptions,
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+ };
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+ },
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+ /**
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+ *
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+ * @summary Create new portfolio group
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+ * @param {string} userId
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+ * @param {string} userSecret
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+ * @param {{ [key: string]: any; }} requestBody
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+ * @param {*} [options] Override http request option.
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+ * @throws {RequiredError}
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+ */
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+ create: async (userId: string, userSecret: string, requestBody: { [key: string]: any; }, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
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+ // verify required parameter 'userId' is not null or undefined
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+ assertParamExists('create', 'userId', userId)
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+ // verify required parameter 'userSecret' is not null or undefined
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+ assertParamExists('create', 'userSecret', userSecret)
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+ // verify required parameter 'requestBody' is not null or undefined
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+ assertParamExists('create', 'requestBody', requestBody)
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+ const localVarPath = `/portfolioGroups`;
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+ // use dummy base URL string because the URL constructor only accepts absolute URLs.
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+ const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
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+ let baseOptions;
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+ if (configuration) {
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+ baseOptions = configuration.baseOptions;
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+ }
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+
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+ const localVarRequestOptions: AxiosRequestConfig = { method: 'POST', ...baseOptions, ...options};
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+ const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
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+ const localVarQueryParameter = {} as any;
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+
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+ // authentication PartnerClientId required
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+ await setApiKeyToObject(localVarQueryParameter, "clientId", configuration)
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+
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+ // authentication PartnerSignature required
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+ await setApiKeyToObject(localVarHeaderParameter, "Signature", configuration)
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+
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+ // authentication PartnerTimestamp required
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+ await setApiKeyToObject(localVarQueryParameter, "timestamp", configuration)
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+
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+ if (userId !== undefined) {
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+ localVarQueryParameter['userId'] = userId;
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+ }
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+
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+ if (userSecret !== undefined) {
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+ localVarQueryParameter['userSecret'] = userSecret;
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+ }
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+
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+
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+
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+ localVarHeaderParameter['Content-Type'] = 'application/json';
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+
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+ let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
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+ localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
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+ localVarRequestOptions.data = serializeDataIfNeeded(requestBody, localVarRequestOptions, configuration)
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+
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+ requestBeforeHook({
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+ queryParameters: localVarQueryParameter,
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+ requestConfig: localVarRequestOptions,
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+ path: localVarPath,
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+ configuration
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+ });
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+
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+ setSearchParams(localVarUrlObj, localVarQueryParameter);
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+ return {
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+ url: toPathString(localVarUrlObj),
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+ options: localVarRequestOptions,
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+ };
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+ },
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+ /**
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+ *
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+ * @summary Create a new model asset class
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+ * @param {*} [options] Override http request option.
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+ * @throws {RequiredError}
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+ */
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+ createAssetClass: async (options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
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+ const localVarPath = `/modelAssetClass`;
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+ // use dummy base URL string because the URL constructor only accepts absolute URLs.
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+ const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
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+ let baseOptions;
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+ if (configuration) {
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+ baseOptions = configuration.baseOptions;
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+ }
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+
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+ const localVarRequestOptions: AxiosRequestConfig = { method: 'POST', ...baseOptions, ...options};
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+ const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
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+ const localVarQueryParameter = {} as any;
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+
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+ // authentication PartnerClientId required
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+ await setApiKeyToObject(localVarQueryParameter, "clientId", configuration)
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+
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+ // authentication PartnerSignature required
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+ await setApiKeyToObject(localVarHeaderParameter, "Signature", configuration)
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+
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+ // authentication PartnerTimestamp required
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+ await setApiKeyToObject(localVarQueryParameter, "timestamp", configuration)
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+
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+
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+
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+ let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
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+ localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
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+
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+ requestBeforeHook({
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+ queryParameters: localVarQueryParameter,
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+ requestConfig: localVarRequestOptions,
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+ path: localVarPath,
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+ configuration
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+ });
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+
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+ setSearchParams(localVarUrlObj, localVarQueryParameter);
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+ return {
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+ url: toPathString(localVarUrlObj),
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+ options: localVarRequestOptions,
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+ };
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+ },
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+ /**
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+ *
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+ * @summary Creates a new model portfolio
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+ * @param {*} [options] Override http request option.
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+ * @throws {RequiredError}
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+ */
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+ createModelPortfolio: async (options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
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+ const localVarPath = `/modelPortfolio`;
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+ // use dummy base URL string because the URL constructor only accepts absolute URLs.
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+ const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
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+ let baseOptions;
235
+ if (configuration) {
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+ baseOptions = configuration.baseOptions;
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+ }
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+
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+ const localVarRequestOptions: AxiosRequestConfig = { method: 'POST', ...baseOptions, ...options};
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+ const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
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+ const localVarQueryParameter = {} as any;
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+
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+ // authentication PartnerClientId required
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+ await setApiKeyToObject(localVarQueryParameter, "clientId", configuration)
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+
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+ // authentication PartnerSignature required
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+ await setApiKeyToObject(localVarHeaderParameter, "Signature", configuration)
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+
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+ // authentication PartnerTimestamp required
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+ await setApiKeyToObject(localVarQueryParameter, "timestamp", configuration)
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+
252
+
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+
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+ let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
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+ localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
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+
257
+ requestBeforeHook({
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+ queryParameters: localVarQueryParameter,
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+ requestConfig: localVarRequestOptions,
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+ path: localVarPath,
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+ configuration
262
+ });
263
+
264
+ setSearchParams(localVarUrlObj, localVarQueryParameter);
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+ return {
266
+ url: toPathString(localVarUrlObj),
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+ options: localVarRequestOptions,
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+ };
269
+ },
270
+ /**
271
+ *
272
+ * @summary Deletes a model asset class
273
+ * @param {string} modelAssetClassId The ID of the model asset class to delete.
274
+ * @param {*} [options] Override http request option.
275
+ * @throws {RequiredError}
276
+ */
277
+ deleteAssetClass: async (modelAssetClassId: string, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
278
+ // verify required parameter 'modelAssetClassId' is not null or undefined
279
+ assertParamExists('deleteAssetClass', 'modelAssetClassId', modelAssetClassId)
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+ const localVarPath = `/modelAssetClass/{modelAssetClassId}`
281
+ .replace(`{${"modelAssetClassId"}}`, encodeURIComponent(String(modelAssetClassId)));
282
+ // use dummy base URL string because the URL constructor only accepts absolute URLs.
283
+ const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
284
+ let baseOptions;
285
+ if (configuration) {
286
+ baseOptions = configuration.baseOptions;
287
+ }
288
+
289
+ const localVarRequestOptions: AxiosRequestConfig = { method: 'DELETE', ...baseOptions, ...options};
290
+ const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
291
+ const localVarQueryParameter = {} as any;
292
+
293
+ // authentication PartnerClientId required
294
+ await setApiKeyToObject(localVarQueryParameter, "clientId", configuration)
295
+
296
+ // authentication PartnerSignature required
297
+ await setApiKeyToObject(localVarHeaderParameter, "Signature", configuration)
298
+
299
+ // authentication PartnerTimestamp required
300
+ await setApiKeyToObject(localVarQueryParameter, "timestamp", configuration)
301
+
302
+
303
+
304
+ let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
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+ localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
306
+
307
+ requestBeforeHook({
308
+ queryParameters: localVarQueryParameter,
309
+ requestConfig: localVarRequestOptions,
310
+ path: localVarPath,
311
+ configuration
312
+ });
313
+
314
+ setSearchParams(localVarUrlObj, localVarQueryParameter);
315
+ return {
316
+ url: toPathString(localVarUrlObj),
317
+ options: localVarRequestOptions,
318
+ };
319
+ },
320
+ /**
321
+ *
322
+ * @summary Unexclude an asset from a portfolio group
323
+ * @param {string} portfolioGroupId The ID of the PortfolioGroup under which to unexclude an asset.
324
+ * @param {string} symbolId The ID of the excluded asset Symbol to delete.
325
+ * @param {*} [options] Override http request option.
326
+ * @throws {RequiredError}
327
+ */
328
+ deleteExcludedAsset: async (portfolioGroupId: string, symbolId: string, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
329
+ // verify required parameter 'portfolioGroupId' is not null or undefined
330
+ assertParamExists('deleteExcludedAsset', 'portfolioGroupId', portfolioGroupId)
331
+ // verify required parameter 'symbolId' is not null or undefined
332
+ assertParamExists('deleteExcludedAsset', 'symbolId', symbolId)
333
+ const localVarPath = `/portfolioGroups/{portfolioGroupId}/excludedassets/{symbolId}`
334
+ .replace(`{${"portfolioGroupId"}}`, encodeURIComponent(String(portfolioGroupId)))
335
+ .replace(`{${"symbolId"}}`, encodeURIComponent(String(symbolId)));
336
+ // use dummy base URL string because the URL constructor only accepts absolute URLs.
337
+ const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
338
+ let baseOptions;
339
+ if (configuration) {
340
+ baseOptions = configuration.baseOptions;
341
+ }
342
+
343
+ const localVarRequestOptions: AxiosRequestConfig = { method: 'DELETE', ...baseOptions, ...options};
344
+ const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
345
+ const localVarQueryParameter = {} as any;
346
+
347
+ // authentication PartnerClientId required
348
+ await setApiKeyToObject(localVarQueryParameter, "clientId", configuration)
349
+
350
+ // authentication PartnerSignature required
351
+ await setApiKeyToObject(localVarHeaderParameter, "Signature", configuration)
352
+
353
+ // authentication PartnerTimestamp required
354
+ await setApiKeyToObject(localVarQueryParameter, "timestamp", configuration)
355
+
356
+
357
+
358
+ let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
359
+ localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
360
+
361
+ requestBeforeHook({
362
+ queryParameters: localVarQueryParameter,
363
+ requestConfig: localVarRequestOptions,
364
+ path: localVarPath,
365
+ configuration
366
+ });
367
+
368
+ setSearchParams(localVarUrlObj, localVarQueryParameter);
369
+ return {
370
+ url: toPathString(localVarUrlObj),
371
+ options: localVarRequestOptions,
372
+ };
373
+ },
374
+ /**
375
+ *
376
+ * @summary Deletes a model portfolio
377
+ * @param {string} modelPortfolioId The ID of the model portfolio to delete.
378
+ * @param {*} [options] Override http request option.
379
+ * @throws {RequiredError}
380
+ */
381
+ deleteModelPortfolioById: async (modelPortfolioId: string, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
382
+ // verify required parameter 'modelPortfolioId' is not null or undefined
383
+ assertParamExists('deleteModelPortfolioById', 'modelPortfolioId', modelPortfolioId)
384
+ const localVarPath = `/modelPortfolio/{modelPortfolioId}`
385
+ .replace(`{${"modelPortfolioId"}}`, encodeURIComponent(String(modelPortfolioId)));
386
+ // use dummy base URL string because the URL constructor only accepts absolute URLs.
387
+ const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
388
+ let baseOptions;
389
+ if (configuration) {
390
+ baseOptions = configuration.baseOptions;
391
+ }
392
+
393
+ const localVarRequestOptions: AxiosRequestConfig = { method: 'DELETE', ...baseOptions, ...options};
394
+ const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
395
+ const localVarQueryParameter = {} as any;
396
+
397
+ // authentication PartnerClientId required
398
+ await setApiKeyToObject(localVarQueryParameter, "clientId", configuration)
399
+
400
+ // authentication PartnerSignature required
401
+ await setApiKeyToObject(localVarHeaderParameter, "Signature", configuration)
402
+
403
+ // authentication PartnerTimestamp required
404
+ await setApiKeyToObject(localVarQueryParameter, "timestamp", configuration)
405
+
406
+
407
+
408
+ let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
409
+ localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
410
+
411
+ requestBeforeHook({
412
+ queryParameters: localVarQueryParameter,
413
+ requestConfig: localVarRequestOptions,
414
+ path: localVarPath,
415
+ configuration
416
+ });
417
+
418
+ setSearchParams(localVarUrlObj, localVarQueryParameter);
419
+ return {
420
+ url: toPathString(localVarUrlObj),
421
+ options: localVarRequestOptions,
422
+ };
423
+ },
424
+ /**
425
+ *
426
+ * @summary Remove a target portfolio.
427
+ * @param {string} portfolioGroupId The ID of the PortfolioGroup to delete.
428
+ * @param {*} [options] Override http request option.
429
+ * @throws {RequiredError}
430
+ */
431
+ deletePortfoli: async (portfolioGroupId: string, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
432
+ // verify required parameter 'portfolioGroupId' is not null or undefined
433
+ assertParamExists('deletePortfoli', 'portfolioGroupId', portfolioGroupId)
434
+ const localVarPath = `/portfolioGroups/{portfolioGroupId}`
435
+ .replace(`{${"portfolioGroupId"}}`, encodeURIComponent(String(portfolioGroupId)));
436
+ // use dummy base URL string because the URL constructor only accepts absolute URLs.
437
+ const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
438
+ let baseOptions;
439
+ if (configuration) {
440
+ baseOptions = configuration.baseOptions;
441
+ }
442
+
443
+ const localVarRequestOptions: AxiosRequestConfig = { method: 'DELETE', ...baseOptions, ...options};
444
+ const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
445
+ const localVarQueryParameter = {} as any;
446
+
447
+ // authentication PartnerClientId required
448
+ await setApiKeyToObject(localVarQueryParameter, "clientId", configuration)
449
+
450
+ // authentication PartnerSignature required
451
+ await setApiKeyToObject(localVarHeaderParameter, "Signature", configuration)
452
+
453
+ // authentication PartnerTimestamp required
454
+ await setApiKeyToObject(localVarQueryParameter, "timestamp", configuration)
455
+
456
+
457
+
458
+ let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
459
+ localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
460
+
461
+ requestBeforeHook({
462
+ queryParameters: localVarQueryParameter,
463
+ requestConfig: localVarRequestOptions,
464
+ path: localVarPath,
465
+ configuration
466
+ });
467
+
468
+ setSearchParams(localVarUrlObj, localVarQueryParameter);
469
+ return {
470
+ url: toPathString(localVarUrlObj),
471
+ options: localVarRequestOptions,
472
+ };
473
+ },
474
+ /**
475
+ *
476
+ * @summary Remove a TargetAsset.
477
+ * @param {string} portfolioGroupId The ID of the PortfolioGroup under which to remove the target asset.
478
+ * @param {string} targetAssetId The ID of the TargetAsset to delete.
479
+ * @param {*} [options] Override http request option.
480
+ * @throws {RequiredError}
481
+ */
482
+ deletePortfolioTargetById: async (portfolioGroupId: string, targetAssetId: string, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
483
+ // verify required parameter 'portfolioGroupId' is not null or undefined
484
+ assertParamExists('deletePortfolioTargetById', 'portfolioGroupId', portfolioGroupId)
485
+ // verify required parameter 'targetAssetId' is not null or undefined
486
+ assertParamExists('deletePortfolioTargetById', 'targetAssetId', targetAssetId)
487
+ const localVarPath = `/portfolioGroups/{portfolioGroupId}/targets/{targetAssetId}`
488
+ .replace(`{${"portfolioGroupId"}}`, encodeURIComponent(String(portfolioGroupId)))
489
+ .replace(`{${"targetAssetId"}}`, encodeURIComponent(String(targetAssetId)));
490
+ // use dummy base URL string because the URL constructor only accepts absolute URLs.
491
+ const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
492
+ let baseOptions;
493
+ if (configuration) {
494
+ baseOptions = configuration.baseOptions;
495
+ }
496
+
497
+ const localVarRequestOptions: AxiosRequestConfig = { method: 'DELETE', ...baseOptions, ...options};
498
+ const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
499
+ const localVarQueryParameter = {} as any;
500
+
501
+ // authentication PartnerClientId required
502
+ await setApiKeyToObject(localVarQueryParameter, "clientId", configuration)
503
+
504
+ // authentication PartnerSignature required
505
+ await setApiKeyToObject(localVarHeaderParameter, "Signature", configuration)
506
+
507
+ // authentication PartnerTimestamp required
508
+ await setApiKeyToObject(localVarQueryParameter, "timestamp", configuration)
509
+
510
+
511
+
512
+ let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
513
+ localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
514
+
515
+ requestBeforeHook({
516
+ queryParameters: localVarQueryParameter,
517
+ requestConfig: localVarRequestOptions,
518
+ path: localVarPath,
519
+ configuration
520
+ });
521
+
522
+ setSearchParams(localVarUrlObj, localVarQueryParameter);
523
+ return {
524
+ url: toPathString(localVarUrlObj),
525
+ options: localVarRequestOptions,
526
+ };
527
+ },
528
+ /**
529
+ *
530
+ * @summary Get details of a model asset class
531
+ * @param {string} modelAssetClassId The ID of the model asset class to get.
532
+ * @param {*} [options] Override http request option.
533
+ * @throws {RequiredError}
534
+ */
535
+ detailAssetClass: async (modelAssetClassId: string, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
536
+ // verify required parameter 'modelAssetClassId' is not null or undefined
537
+ assertParamExists('detailAssetClass', 'modelAssetClassId', modelAssetClassId)
538
+ const localVarPath = `/modelAssetClass/{modelAssetClassId}`
539
+ .replace(`{${"modelAssetClassId"}}`, encodeURIComponent(String(modelAssetClassId)));
540
+ // use dummy base URL string because the URL constructor only accepts absolute URLs.
541
+ const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
542
+ let baseOptions;
543
+ if (configuration) {
544
+ baseOptions = configuration.baseOptions;
545
+ }
546
+
547
+ const localVarRequestOptions: AxiosRequestConfig = { method: 'GET', ...baseOptions, ...options};
548
+ const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
549
+ const localVarQueryParameter = {} as any;
550
+
551
+ // authentication PartnerClientId required
552
+ await setApiKeyToObject(localVarQueryParameter, "clientId", configuration)
553
+
554
+ // authentication PartnerSignature required
555
+ await setApiKeyToObject(localVarHeaderParameter, "Signature", configuration)
556
+
557
+ // authentication PartnerTimestamp required
558
+ await setApiKeyToObject(localVarQueryParameter, "timestamp", configuration)
559
+
560
+
561
+
562
+ let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
563
+ localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
564
+
565
+ requestBeforeHook({
566
+ queryParameters: localVarQueryParameter,
567
+ requestConfig: localVarRequestOptions,
568
+ path: localVarPath,
569
+ configuration
570
+ });
571
+
572
+ setSearchParams(localVarUrlObj, localVarQueryParameter);
573
+ return {
574
+ url: toPathString(localVarUrlObj),
575
+ options: localVarRequestOptions,
576
+ };
577
+ },
578
+ /**
579
+ *
580
+ * @summary Return an individual trade
581
+ * @param {string} portfolioGroupId The ID of the PortfolioGroup to perform rebalancing calculations
582
+ * @param {string} calculatedTradeId The ID of calculated trade to get account impact
583
+ * @param {string} tradeId The ID of trade object
584
+ * @param {*} [options] Override http request option.
585
+ * @throws {RequiredError}
586
+ */
587
+ getCalculatedTradeById: async (portfolioGroupId: string, calculatedTradeId: string, tradeId: string, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
588
+ // verify required parameter 'portfolioGroupId' is not null or undefined
589
+ assertParamExists('getCalculatedTradeById', 'portfolioGroupId', portfolioGroupId)
590
+ // verify required parameter 'calculatedTradeId' is not null or undefined
591
+ assertParamExists('getCalculatedTradeById', 'calculatedTradeId', calculatedTradeId)
592
+ // verify required parameter 'tradeId' is not null or undefined
593
+ assertParamExists('getCalculatedTradeById', 'tradeId', tradeId)
594
+ const localVarPath = `/portfolioGroups/{portfolioGroupId}/calculatedtrades/{calculatedTradeId}/{TradeId}`
595
+ .replace(`{${"portfolioGroupId"}}`, encodeURIComponent(String(portfolioGroupId)))
596
+ .replace(`{${"calculatedTradeId"}}`, encodeURIComponent(String(calculatedTradeId)))
597
+ .replace(`{${"TradeId"}}`, encodeURIComponent(String(tradeId)));
598
+ // use dummy base URL string because the URL constructor only accepts absolute URLs.
599
+ const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
600
+ let baseOptions;
601
+ if (configuration) {
602
+ baseOptions = configuration.baseOptions;
603
+ }
604
+
605
+ const localVarRequestOptions: AxiosRequestConfig = { method: 'GET', ...baseOptions, ...options};
606
+ const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
607
+ const localVarQueryParameter = {} as any;
608
+
609
+ // authentication PartnerClientId required
610
+ await setApiKeyToObject(localVarQueryParameter, "clientId", configuration)
611
+
612
+ // authentication PartnerSignature required
613
+ await setApiKeyToObject(localVarHeaderParameter, "Signature", configuration)
614
+
615
+ // authentication PartnerTimestamp required
616
+ await setApiKeyToObject(localVarQueryParameter, "timestamp", configuration)
617
+
618
+
619
+
620
+ let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
621
+ localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
622
+
623
+ requestBeforeHook({
624
+ queryParameters: localVarQueryParameter,
625
+ requestConfig: localVarRequestOptions,
626
+ path: localVarPath,
627
+ configuration
628
+ });
629
+
630
+ setSearchParams(localVarUrlObj, localVarQueryParameter);
631
+ return {
632
+ url: toPathString(localVarUrlObj),
633
+ options: localVarRequestOptions,
634
+ };
635
+ },
636
+ /**
637
+ *
638
+ * @summary Get details of a model portfolio
639
+ * @param {string} modelPortfolioId The ID of the model portfolio to get.
640
+ * @param {*} [options] Override http request option.
641
+ * @throws {RequiredError}
642
+ */
643
+ getModelDetailsById: async (modelPortfolioId: string, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
644
+ // verify required parameter 'modelPortfolioId' is not null or undefined
645
+ assertParamExists('getModelDetailsById', 'modelPortfolioId', modelPortfolioId)
646
+ const localVarPath = `/modelPortfolio/{modelPortfolioId}`
647
+ .replace(`{${"modelPortfolioId"}}`, encodeURIComponent(String(modelPortfolioId)));
648
+ // use dummy base URL string because the URL constructor only accepts absolute URLs.
649
+ const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
650
+ let baseOptions;
651
+ if (configuration) {
652
+ baseOptions = configuration.baseOptions;
653
+ }
654
+
655
+ const localVarRequestOptions: AxiosRequestConfig = { method: 'GET', ...baseOptions, ...options};
656
+ const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
657
+ const localVarQueryParameter = {} as any;
658
+
659
+ // authentication PartnerClientId required
660
+ await setApiKeyToObject(localVarQueryParameter, "clientId", configuration)
661
+
662
+ // authentication PartnerSignature required
663
+ await setApiKeyToObject(localVarHeaderParameter, "Signature", configuration)
664
+
665
+ // authentication PartnerTimestamp required
666
+ await setApiKeyToObject(localVarQueryParameter, "timestamp", configuration)
667
+
668
+
669
+
670
+ let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
671
+ localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
672
+
673
+ requestBeforeHook({
674
+ queryParameters: localVarQueryParameter,
675
+ requestConfig: localVarRequestOptions,
676
+ path: localVarPath,
677
+ configuration
678
+ });
679
+
680
+ setSearchParams(localVarUrlObj, localVarQueryParameter);
681
+ return {
682
+ url: toPathString(localVarUrlObj),
683
+ options: localVarRequestOptions,
684
+ };
685
+ },
686
+ /**
687
+ *
688
+ * @summary Get sum of cash balances in portfolio group
689
+ * @param {string} portfolioGroupId The ID of the PortfolioGroup under which to create the target asset.
690
+ * @param {*} [options] Override http request option.
691
+ * @throws {RequiredError}
692
+ */
693
+ getPortfolioBalances: async (portfolioGroupId: string, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
694
+ // verify required parameter 'portfolioGroupId' is not null or undefined
695
+ assertParamExists('getPortfolioBalances', 'portfolioGroupId', portfolioGroupId)
696
+ const localVarPath = `/portfolioGroups/{portfolioGroupId}/balances`
697
+ .replace(`{${"portfolioGroupId"}}`, encodeURIComponent(String(portfolioGroupId)));
698
+ // use dummy base URL string because the URL constructor only accepts absolute URLs.
699
+ const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
700
+ let baseOptions;
701
+ if (configuration) {
702
+ baseOptions = configuration.baseOptions;
703
+ }
704
+
705
+ const localVarRequestOptions: AxiosRequestConfig = { method: 'GET', ...baseOptions, ...options};
706
+ const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
707
+ const localVarQueryParameter = {} as any;
708
+
709
+ // authentication PartnerClientId required
710
+ await setApiKeyToObject(localVarQueryParameter, "clientId", configuration)
711
+
712
+ // authentication PartnerSignature required
713
+ await setApiKeyToObject(localVarHeaderParameter, "Signature", configuration)
714
+
715
+ // authentication PartnerTimestamp required
716
+ await setApiKeyToObject(localVarQueryParameter, "timestamp", configuration)
717
+
718
+
719
+
720
+ let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
721
+ localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
722
+
723
+ requestBeforeHook({
724
+ queryParameters: localVarQueryParameter,
725
+ requestConfig: localVarRequestOptions,
726
+ path: localVarPath,
727
+ configuration
728
+ });
729
+
730
+ setSearchParams(localVarUrlObj, localVarQueryParameter);
731
+ return {
732
+ url: toPathString(localVarUrlObj),
733
+ options: localVarRequestOptions,
734
+ };
735
+ },
736
+ /**
737
+ *
738
+ * @summary Get details of a target portfolio
739
+ * @param {string} portfolioGroupId The ID of the PortfolioGroup to get.
740
+ * @param {*} [options] Override http request option.
741
+ * @throws {RequiredError}
742
+ */
743
+ getPortfolioDetailsById: async (portfolioGroupId: string, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
744
+ // verify required parameter 'portfolioGroupId' is not null or undefined
745
+ assertParamExists('getPortfolioDetailsById', 'portfolioGroupId', portfolioGroupId)
746
+ const localVarPath = `/portfolioGroups/{portfolioGroupId}`
747
+ .replace(`{${"portfolioGroupId"}}`, encodeURIComponent(String(portfolioGroupId)));
748
+ // use dummy base URL string because the URL constructor only accepts absolute URLs.
749
+ const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
750
+ let baseOptions;
751
+ if (configuration) {
752
+ baseOptions = configuration.baseOptions;
753
+ }
754
+
755
+ const localVarRequestOptions: AxiosRequestConfig = { method: 'GET', ...baseOptions, ...options};
756
+ const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
757
+ const localVarQueryParameter = {} as any;
758
+
759
+ // authentication PartnerClientId required
760
+ await setApiKeyToObject(localVarQueryParameter, "clientId", configuration)
761
+
762
+ // authentication PartnerSignature required
763
+ await setApiKeyToObject(localVarHeaderParameter, "Signature", configuration)
764
+
765
+ // authentication PartnerTimestamp required
766
+ await setApiKeyToObject(localVarQueryParameter, "timestamp", configuration)
767
+
768
+
769
+
770
+ let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
771
+ localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
772
+
773
+ requestBeforeHook({
774
+ queryParameters: localVarQueryParameter,
775
+ requestConfig: localVarRequestOptions,
776
+ path: localVarPath,
777
+ configuration
778
+ });
779
+
780
+ setSearchParams(localVarUrlObj, localVarQueryParameter);
781
+ return {
782
+ url: toPathString(localVarUrlObj),
783
+ options: localVarRequestOptions,
784
+ };
785
+ },
786
+ /**
787
+ *
788
+ * @summary Return a whole bunch of relevant information relating to a portfolio group.
789
+ * @param {string} portfolioGroupId The ID of the PortfolioGroup under which to create the target asset.
790
+ * @param {*} [options] Override http request option.
791
+ * @throws {RequiredError}
792
+ */
793
+ getPortfolioInfo: async (portfolioGroupId: string, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
794
+ // verify required parameter 'portfolioGroupId' is not null or undefined
795
+ assertParamExists('getPortfolioInfo', 'portfolioGroupId', portfolioGroupId)
796
+ const localVarPath = `/portfolioGroups/{portfolioGroupId}/info`
797
+ .replace(`{${"portfolioGroupId"}}`, encodeURIComponent(String(portfolioGroupId)));
798
+ // use dummy base URL string because the URL constructor only accepts absolute URLs.
799
+ const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
800
+ let baseOptions;
801
+ if (configuration) {
802
+ baseOptions = configuration.baseOptions;
803
+ }
804
+
805
+ const localVarRequestOptions: AxiosRequestConfig = { method: 'GET', ...baseOptions, ...options};
806
+ const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
807
+ const localVarQueryParameter = {} as any;
808
+
809
+ // authentication PartnerClientId required
810
+ await setApiKeyToObject(localVarQueryParameter, "clientId", configuration)
811
+
812
+ // authentication PartnerSignature required
813
+ await setApiKeyToObject(localVarHeaderParameter, "Signature", configuration)
814
+
815
+ // authentication PartnerTimestamp required
816
+ await setApiKeyToObject(localVarQueryParameter, "timestamp", configuration)
817
+
818
+
819
+
820
+ let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
821
+ localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
822
+
823
+ requestBeforeHook({
824
+ queryParameters: localVarQueryParameter,
825
+ requestConfig: localVarRequestOptions,
826
+ path: localVarPath,
827
+ configuration
828
+ });
829
+
830
+ setSearchParams(localVarUrlObj, localVarQueryParameter);
831
+ return {
832
+ url: toPathString(localVarUrlObj),
833
+ options: localVarRequestOptions,
834
+ };
835
+ },
836
+ /**
837
+ *
838
+ * @summary Get total of each postions owned in portfolio group
839
+ * @param {string} portfolioGroupId The ID of the PortfolioGroup under which to create the target asset.
840
+ * @param {*} [options] Override http request option.
841
+ * @throws {RequiredError}
842
+ */
843
+ getPortfolioPositions: async (portfolioGroupId: string, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
844
+ // verify required parameter 'portfolioGroupId' is not null or undefined
845
+ assertParamExists('getPortfolioPositions', 'portfolioGroupId', portfolioGroupId)
846
+ const localVarPath = `/portfolioGroups/{portfolioGroupId}/positions`
847
+ .replace(`{${"portfolioGroupId"}}`, encodeURIComponent(String(portfolioGroupId)));
848
+ // use dummy base URL string because the URL constructor only accepts absolute URLs.
849
+ const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
850
+ let baseOptions;
851
+ if (configuration) {
852
+ baseOptions = configuration.baseOptions;
853
+ }
854
+
855
+ const localVarRequestOptions: AxiosRequestConfig = { method: 'GET', ...baseOptions, ...options};
856
+ const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
857
+ const localVarQueryParameter = {} as any;
858
+
859
+ // authentication PartnerClientId required
860
+ await setApiKeyToObject(localVarQueryParameter, "clientId", configuration)
861
+
862
+ // authentication PartnerSignature required
863
+ await setApiKeyToObject(localVarHeaderParameter, "Signature", configuration)
864
+
865
+ // authentication PartnerTimestamp required
866
+ await setApiKeyToObject(localVarQueryParameter, "timestamp", configuration)
867
+
868
+
869
+
870
+ let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
871
+ localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
872
+
873
+ requestBeforeHook({
874
+ queryParameters: localVarQueryParameter,
875
+ requestConfig: localVarRequestOptions,
876
+ path: localVarPath,
877
+ configuration
878
+ });
879
+
880
+ setSearchParams(localVarUrlObj, localVarQueryParameter);
881
+ return {
882
+ url: toPathString(localVarUrlObj),
883
+ options: localVarRequestOptions,
884
+ };
885
+ },
886
+ /**
887
+ *
888
+ * @summary Get portfolio group settings
889
+ * @param {string} portfolioGroupId The ID of the PortfolioGroup under which to get the settings.
890
+ * @param {*} [options] Override http request option.
891
+ * @throws {RequiredError}
892
+ */
893
+ getPortfolioSettings: async (portfolioGroupId: string, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
894
+ // verify required parameter 'portfolioGroupId' is not null or undefined
895
+ assertParamExists('getPortfolioSettings', 'portfolioGroupId', portfolioGroupId)
896
+ const localVarPath = `/portfolioGroups/{portfolioGroupId}/settings`
897
+ .replace(`{${"portfolioGroupId"}}`, encodeURIComponent(String(portfolioGroupId)));
898
+ // use dummy base URL string because the URL constructor only accepts absolute URLs.
899
+ const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
900
+ let baseOptions;
901
+ if (configuration) {
902
+ baseOptions = configuration.baseOptions;
903
+ }
904
+
905
+ const localVarRequestOptions: AxiosRequestConfig = { method: 'GET', ...baseOptions, ...options};
906
+ const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
907
+ const localVarQueryParameter = {} as any;
908
+
909
+ // authentication PartnerClientId required
910
+ await setApiKeyToObject(localVarQueryParameter, "clientId", configuration)
911
+
912
+ // authentication PartnerSignature required
913
+ await setApiKeyToObject(localVarHeaderParameter, "Signature", configuration)
914
+
915
+ // authentication PartnerTimestamp required
916
+ await setApiKeyToObject(localVarQueryParameter, "timestamp", configuration)
917
+
918
+
919
+
920
+ let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
921
+ localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
922
+
923
+ requestBeforeHook({
924
+ queryParameters: localVarQueryParameter,
925
+ requestConfig: localVarRequestOptions,
926
+ path: localVarPath,
927
+ configuration
928
+ });
929
+
930
+ setSearchParams(localVarUrlObj, localVarQueryParameter);
931
+ return {
932
+ url: toPathString(localVarUrlObj),
933
+ options: localVarRequestOptions,
934
+ };
935
+ },
936
+ /**
937
+ *
938
+ * @summary Get a specific target from a portfolio group
939
+ * @param {string} portfolioGroupId The ID of the PortfolioGroup under which to get the target asset.
940
+ * @param {string} targetAssetId The ID of the TargetAsset to get.
941
+ * @param {*} [options] Override http request option.
942
+ * @throws {RequiredError}
943
+ */
944
+ getPortfolioTargetById: async (portfolioGroupId: string, targetAssetId: string, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
945
+ // verify required parameter 'portfolioGroupId' is not null or undefined
946
+ assertParamExists('getPortfolioTargetById', 'portfolioGroupId', portfolioGroupId)
947
+ // verify required parameter 'targetAssetId' is not null or undefined
948
+ assertParamExists('getPortfolioTargetById', 'targetAssetId', targetAssetId)
949
+ const localVarPath = `/portfolioGroups/{portfolioGroupId}/targets/{targetAssetId}`
950
+ .replace(`{${"portfolioGroupId"}}`, encodeURIComponent(String(portfolioGroupId)))
951
+ .replace(`{${"targetAssetId"}}`, encodeURIComponent(String(targetAssetId)));
952
+ // use dummy base URL string because the URL constructor only accepts absolute URLs.
953
+ const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
954
+ let baseOptions;
955
+ if (configuration) {
956
+ baseOptions = configuration.baseOptions;
957
+ }
958
+
959
+ const localVarRequestOptions: AxiosRequestConfig = { method: 'GET', ...baseOptions, ...options};
960
+ const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
961
+ const localVarQueryParameter = {} as any;
962
+
963
+ // authentication PartnerClientId required
964
+ await setApiKeyToObject(localVarQueryParameter, "clientId", configuration)
965
+
966
+ // authentication PartnerSignature required
967
+ await setApiKeyToObject(localVarHeaderParameter, "Signature", configuration)
968
+
969
+ // authentication PartnerTimestamp required
970
+ await setApiKeyToObject(localVarQueryParameter, "timestamp", configuration)
971
+
972
+
973
+
974
+ let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
975
+ localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
976
+
977
+ requestBeforeHook({
978
+ queryParameters: localVarQueryParameter,
979
+ requestConfig: localVarRequestOptions,
980
+ path: localVarPath,
981
+ configuration
982
+ });
983
+
984
+ setSearchParams(localVarUrlObj, localVarQueryParameter);
985
+ return {
986
+ url: toPathString(localVarUrlObj),
987
+ options: localVarRequestOptions,
988
+ };
989
+ },
990
+ /**
991
+ *
992
+ * @summary Get all target assets under the specified PortfolioGroup.
993
+ * @param {string} portfolioGroupId The ID of the PortfolioGroup under which to create the target asset.
994
+ * @param {*} [options] Override http request option.
995
+ * @throws {RequiredError}
996
+ */
997
+ getPortfolioTargets: async (portfolioGroupId: string, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
998
+ // verify required parameter 'portfolioGroupId' is not null or undefined
999
+ assertParamExists('getPortfolioTargets', 'portfolioGroupId', portfolioGroupId)
1000
+ const localVarPath = `/portfolioGroups/{portfolioGroupId}/targets`
1001
+ .replace(`{${"portfolioGroupId"}}`, encodeURIComponent(String(portfolioGroupId)));
1002
+ // use dummy base URL string because the URL constructor only accepts absolute URLs.
1003
+ const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
1004
+ let baseOptions;
1005
+ if (configuration) {
1006
+ baseOptions = configuration.baseOptions;
1007
+ }
1008
+
1009
+ const localVarRequestOptions: AxiosRequestConfig = { method: 'GET', ...baseOptions, ...options};
1010
+ const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
1011
+ const localVarQueryParameter = {} as any;
1012
+
1013
+ // authentication PartnerClientId required
1014
+ await setApiKeyToObject(localVarQueryParameter, "clientId", configuration)
1015
+
1016
+ // authentication PartnerSignature required
1017
+ await setApiKeyToObject(localVarHeaderParameter, "Signature", configuration)
1018
+
1019
+ // authentication PartnerTimestamp required
1020
+ await setApiKeyToObject(localVarQueryParameter, "timestamp", configuration)
1021
+
1022
+
1023
+
1024
+ let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
1025
+ localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
1026
+
1027
+ requestBeforeHook({
1028
+ queryParameters: localVarQueryParameter,
1029
+ requestConfig: localVarRequestOptions,
1030
+ path: localVarPath,
1031
+ configuration
1032
+ });
1033
+
1034
+ setSearchParams(localVarUrlObj, localVarQueryParameter);
1035
+ return {
1036
+ url: toPathString(localVarUrlObj),
1037
+ options: localVarRequestOptions,
1038
+ };
1039
+ },
1040
+ /**
1041
+ *
1042
+ * @summary Get an array of excluded assets associated with a portfolio group\\
1043
+ * @param {string} portfolioGroupId The ID of the PortfolioGroup under which the excluded assets are linked.
1044
+ * @param {*} [options] Override http request option.
1045
+ * @throws {RequiredError}
1046
+ */
1047
+ getPortoflioExcludedAssets: async (portfolioGroupId: string, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
1048
+ // verify required parameter 'portfolioGroupId' is not null or undefined
1049
+ assertParamExists('getPortoflioExcludedAssets', 'portfolioGroupId', portfolioGroupId)
1050
+ const localVarPath = `/portfolioGroups/{portfolioGroupId}/excludedassets`
1051
+ .replace(`{${"portfolioGroupId"}}`, encodeURIComponent(String(portfolioGroupId)));
1052
+ // use dummy base URL string because the URL constructor only accepts absolute URLs.
1053
+ const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
1054
+ let baseOptions;
1055
+ if (configuration) {
1056
+ baseOptions = configuration.baseOptions;
1057
+ }
1058
+
1059
+ const localVarRequestOptions: AxiosRequestConfig = { method: 'GET', ...baseOptions, ...options};
1060
+ const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
1061
+ const localVarQueryParameter = {} as any;
1062
+
1063
+ // authentication PartnerClientId required
1064
+ await setApiKeyToObject(localVarQueryParameter, "clientId", configuration)
1065
+
1066
+ // authentication PartnerSignature required
1067
+ await setApiKeyToObject(localVarHeaderParameter, "Signature", configuration)
1068
+
1069
+ // authentication PartnerTimestamp required
1070
+ await setApiKeyToObject(localVarQueryParameter, "timestamp", configuration)
1071
+
1072
+
1073
+
1074
+ let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
1075
+ localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
1076
+
1077
+ requestBeforeHook({
1078
+ queryParameters: localVarQueryParameter,
1079
+ requestConfig: localVarRequestOptions,
1080
+ path: localVarPath,
1081
+ configuration
1082
+ });
1083
+
1084
+ setSearchParams(localVarUrlObj, localVarQueryParameter);
1085
+ return {
1086
+ url: toPathString(localVarUrlObj),
1087
+ options: localVarRequestOptions,
1088
+ };
1089
+ },
1090
+ /**
1091
+ *
1092
+ * @summary Import target allocation based on portfolio group
1093
+ * @param {string} portfolioGroupId The ID of the PortfolioGroup under which to create the target asset.
1094
+ * @param {*} [options] Override http request option.
1095
+ * @throws {RequiredError}
1096
+ */
1097
+ importModelPortfolio: async (portfolioGroupId: string, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
1098
+ // verify required parameter 'portfolioGroupId' is not null or undefined
1099
+ assertParamExists('importModelPortfolio', 'portfolioGroupId', portfolioGroupId)
1100
+ const localVarPath = `/portfolioGroups/{portfolioGroupId}/import`
1101
+ .replace(`{${"portfolioGroupId"}}`, encodeURIComponent(String(portfolioGroupId)));
1102
+ // use dummy base URL string because the URL constructor only accepts absolute URLs.
1103
+ const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
1104
+ let baseOptions;
1105
+ if (configuration) {
1106
+ baseOptions = configuration.baseOptions;
1107
+ }
1108
+
1109
+ const localVarRequestOptions: AxiosRequestConfig = { method: 'POST', ...baseOptions, ...options};
1110
+ const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
1111
+ const localVarQueryParameter = {} as any;
1112
+
1113
+ // authentication PartnerClientId required
1114
+ await setApiKeyToObject(localVarQueryParameter, "clientId", configuration)
1115
+
1116
+ // authentication PartnerSignature required
1117
+ await setApiKeyToObject(localVarHeaderParameter, "Signature", configuration)
1118
+
1119
+ // authentication PartnerTimestamp required
1120
+ await setApiKeyToObject(localVarQueryParameter, "timestamp", configuration)
1121
+
1122
+
1123
+
1124
+ let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
1125
+ localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
1126
+
1127
+ requestBeforeHook({
1128
+ queryParameters: localVarQueryParameter,
1129
+ requestConfig: localVarRequestOptions,
1130
+ path: localVarPath,
1131
+ configuration
1132
+ });
1133
+
1134
+ setSearchParams(localVarUrlObj, localVarQueryParameter);
1135
+ return {
1136
+ url: toPathString(localVarUrlObj),
1137
+ options: localVarRequestOptions,
1138
+ };
1139
+ },
1140
+ /**
1141
+ *
1142
+ * @summary List all portfolio groups
1143
+ * @param {string} userId
1144
+ * @param {string} userSecret
1145
+ * @param {*} [options] Override http request option.
1146
+ * @throws {RequiredError}
1147
+ */
1148
+ list: async (userId: string, userSecret: string, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
1149
+ // verify required parameter 'userId' is not null or undefined
1150
+ assertParamExists('list', 'userId', userId)
1151
+ // verify required parameter 'userSecret' is not null or undefined
1152
+ assertParamExists('list', 'userSecret', userSecret)
1153
+ const localVarPath = `/portfolioGroups`;
1154
+ // use dummy base URL string because the URL constructor only accepts absolute URLs.
1155
+ const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
1156
+ let baseOptions;
1157
+ if (configuration) {
1158
+ baseOptions = configuration.baseOptions;
1159
+ }
1160
+
1161
+ const localVarRequestOptions: AxiosRequestConfig = { method: 'GET', ...baseOptions, ...options};
1162
+ const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
1163
+ const localVarQueryParameter = {} as any;
1164
+
1165
+ // authentication PartnerClientId required
1166
+ await setApiKeyToObject(localVarQueryParameter, "clientId", configuration)
1167
+
1168
+ // authentication PartnerSignature required
1169
+ await setApiKeyToObject(localVarHeaderParameter, "Signature", configuration)
1170
+
1171
+ // authentication PartnerTimestamp required
1172
+ await setApiKeyToObject(localVarQueryParameter, "timestamp", configuration)
1173
+
1174
+ if (userId !== undefined) {
1175
+ localVarQueryParameter['userId'] = userId;
1176
+ }
1177
+
1178
+ if (userSecret !== undefined) {
1179
+ localVarQueryParameter['userSecret'] = userSecret;
1180
+ }
1181
+
1182
+
1183
+
1184
+ let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
1185
+ localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
1186
+
1187
+ requestBeforeHook({
1188
+ queryParameters: localVarQueryParameter,
1189
+ requestConfig: localVarRequestOptions,
1190
+ path: localVarPath,
1191
+ configuration
1192
+ });
1193
+
1194
+ setSearchParams(localVarUrlObj, localVarQueryParameter);
1195
+ return {
1196
+ url: toPathString(localVarUrlObj),
1197
+ options: localVarRequestOptions,
1198
+ };
1199
+ },
1200
+ /**
1201
+ *
1202
+ * @summary List of model asset class
1203
+ * @param {*} [options] Override http request option.
1204
+ * @throws {RequiredError}
1205
+ */
1206
+ listAssetClasses: async (options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
1207
+ const localVarPath = `/modelAssetClass`;
1208
+ // use dummy base URL string because the URL constructor only accepts absolute URLs.
1209
+ const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
1210
+ let baseOptions;
1211
+ if (configuration) {
1212
+ baseOptions = configuration.baseOptions;
1213
+ }
1214
+
1215
+ const localVarRequestOptions: AxiosRequestConfig = { method: 'GET', ...baseOptions, ...options};
1216
+ const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
1217
+ const localVarQueryParameter = {} as any;
1218
+
1219
+ // authentication PartnerClientId required
1220
+ await setApiKeyToObject(localVarQueryParameter, "clientId", configuration)
1221
+
1222
+ // authentication PartnerSignature required
1223
+ await setApiKeyToObject(localVarHeaderParameter, "Signature", configuration)
1224
+
1225
+ // authentication PartnerTimestamp required
1226
+ await setApiKeyToObject(localVarQueryParameter, "timestamp", configuration)
1227
+
1228
+
1229
+
1230
+ let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
1231
+ localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
1232
+
1233
+ requestBeforeHook({
1234
+ queryParameters: localVarQueryParameter,
1235
+ requestConfig: localVarRequestOptions,
1236
+ path: localVarPath,
1237
+ configuration
1238
+ });
1239
+
1240
+ setSearchParams(localVarUrlObj, localVarQueryParameter);
1241
+ return {
1242
+ url: toPathString(localVarUrlObj),
1243
+ options: localVarRequestOptions,
1244
+ };
1245
+ },
1246
+ /**
1247
+ *
1248
+ * @summary List of trades to make to rebalance portfolio group
1249
+ * @param {string} portfolioGroupId The ID of the PortfolioGroup to perform rebalancing calculations
1250
+ * @param {*} [options] Override http request option.
1251
+ * @throws {RequiredError}
1252
+ */
1253
+ listCalculatedTrades: async (portfolioGroupId: string, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
1254
+ // verify required parameter 'portfolioGroupId' is not null or undefined
1255
+ assertParamExists('listCalculatedTrades', 'portfolioGroupId', portfolioGroupId)
1256
+ const localVarPath = `/portfolioGroups/{portfolioGroupId}/calculatedtrades`
1257
+ .replace(`{${"portfolioGroupId"}}`, encodeURIComponent(String(portfolioGroupId)));
1258
+ // use dummy base URL string because the URL constructor only accepts absolute URLs.
1259
+ const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
1260
+ let baseOptions;
1261
+ if (configuration) {
1262
+ baseOptions = configuration.baseOptions;
1263
+ }
1264
+
1265
+ const localVarRequestOptions: AxiosRequestConfig = { method: 'GET', ...baseOptions, ...options};
1266
+ const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
1267
+ const localVarQueryParameter = {} as any;
1268
+
1269
+ // authentication PartnerClientId required
1270
+ await setApiKeyToObject(localVarQueryParameter, "clientId", configuration)
1271
+
1272
+ // authentication PartnerSignature required
1273
+ await setApiKeyToObject(localVarHeaderParameter, "Signature", configuration)
1274
+
1275
+ // authentication PartnerTimestamp required
1276
+ await setApiKeyToObject(localVarQueryParameter, "timestamp", configuration)
1277
+
1278
+
1279
+
1280
+ let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
1281
+ localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
1282
+
1283
+ requestBeforeHook({
1284
+ queryParameters: localVarQueryParameter,
1285
+ requestConfig: localVarRequestOptions,
1286
+ path: localVarPath,
1287
+ configuration
1288
+ });
1289
+
1290
+ setSearchParams(localVarUrlObj, localVarQueryParameter);
1291
+ return {
1292
+ url: toPathString(localVarUrlObj),
1293
+ options: localVarRequestOptions,
1294
+ };
1295
+ },
1296
+ /**
1297
+ *
1298
+ * @summary List of model portfolio
1299
+ * @param {*} [options] Override http request option.
1300
+ * @throws {RequiredError}
1301
+ */
1302
+ listModelPortfolio: async (options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
1303
+ const localVarPath = `/modelPortfolio`;
1304
+ // use dummy base URL string because the URL constructor only accepts absolute URLs.
1305
+ const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
1306
+ let baseOptions;
1307
+ if (configuration) {
1308
+ baseOptions = configuration.baseOptions;
1309
+ }
1310
+
1311
+ const localVarRequestOptions: AxiosRequestConfig = { method: 'GET', ...baseOptions, ...options};
1312
+ const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
1313
+ const localVarQueryParameter = {} as any;
1314
+
1315
+ // authentication PartnerClientId required
1316
+ await setApiKeyToObject(localVarQueryParameter, "clientId", configuration)
1317
+
1318
+ // authentication PartnerSignature required
1319
+ await setApiKeyToObject(localVarHeaderParameter, "Signature", configuration)
1320
+
1321
+ // authentication PartnerTimestamp required
1322
+ await setApiKeyToObject(localVarQueryParameter, "timestamp", configuration)
1323
+
1324
+
1325
+
1326
+ let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
1327
+ localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
1328
+
1329
+ requestBeforeHook({
1330
+ queryParameters: localVarQueryParameter,
1331
+ requestConfig: localVarRequestOptions,
1332
+ path: localVarPath,
1333
+ configuration
1334
+ });
1335
+
1336
+ setSearchParams(localVarUrlObj, localVarQueryParameter);
1337
+ return {
1338
+ url: toPathString(localVarUrlObj),
1339
+ options: localVarRequestOptions,
1340
+ };
1341
+ },
1342
+ /**
1343
+ *
1344
+ * @summary Get all accounts associated with a portfolio group
1345
+ * @param {string} portfolioGroupId The ID of the PortfolioGroup under which the accounts are linked.
1346
+ * @param {*} [options] Override http request option.
1347
+ * @throws {RequiredError}
1348
+ */
1349
+ listPortfolioAccounts: async (portfolioGroupId: string, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
1350
+ // verify required parameter 'portfolioGroupId' is not null or undefined
1351
+ assertParamExists('listPortfolioAccounts', 'portfolioGroupId', portfolioGroupId)
1352
+ const localVarPath = `/portfolioGroups/{portfolioGroupId}/accounts`
1353
+ .replace(`{${"portfolioGroupId"}}`, encodeURIComponent(String(portfolioGroupId)));
1354
+ // use dummy base URL string because the URL constructor only accepts absolute URLs.
1355
+ const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
1356
+ let baseOptions;
1357
+ if (configuration) {
1358
+ baseOptions = configuration.baseOptions;
1359
+ }
1360
+
1361
+ const localVarRequestOptions: AxiosRequestConfig = { method: 'GET', ...baseOptions, ...options};
1362
+ const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
1363
+ const localVarQueryParameter = {} as any;
1364
+
1365
+ // authentication PartnerClientId required
1366
+ await setApiKeyToObject(localVarQueryParameter, "clientId", configuration)
1367
+
1368
+ // authentication PartnerSignature required
1369
+ await setApiKeyToObject(localVarHeaderParameter, "Signature", configuration)
1370
+
1371
+ // authentication PartnerTimestamp required
1372
+ await setApiKeyToObject(localVarQueryParameter, "timestamp", configuration)
1373
+
1374
+
1375
+
1376
+ let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
1377
+ localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
1378
+
1379
+ requestBeforeHook({
1380
+ queryParameters: localVarQueryParameter,
1381
+ requestConfig: localVarRequestOptions,
1382
+ path: localVarPath,
1383
+ configuration
1384
+ });
1385
+
1386
+ setSearchParams(localVarUrlObj, localVarQueryParameter);
1387
+ return {
1388
+ url: toPathString(localVarUrlObj),
1389
+ options: localVarRequestOptions,
1390
+ };
1391
+ },
1392
+ /**
1393
+ *
1394
+ * @summary Updates model portfolio object
1395
+ * @param {string} modelPortfolioId The ID of the model portfolio to update.
1396
+ * @param {ModelPortfolioDetails} modelPortfolioDetails Use this endpoint change model asset class name and to add or remove a model portfolio security/model portfolio asset class. &lt;br /&gt;&lt;br /&gt; * The model portfolio name and model portfolio model type is required. &lt;br /&gt; * The model portfolio model type must be either 0 or 1. [0 -&gt; Securities based, 1 -&gt; Asset Class based] &lt;br /&gt;&lt;br /&gt; * If the model portfolio type is 0, the model portfolio asset class must be an empty array. &lt;br /&gt; * If the model portfolio type is 1, the model portfolio security must be an empty array. &lt;br /&gt;&lt;br /&gt; * When updating the model portfolio security, the percent is required. Only the symbol id is required for the symbol object &lt;br /&gt; * When updating the model portfolio asset classes, the percent is required. Only the model asset class id is required for the model asset class object &lt;br /&gt;&lt;br /&gt; * To remove all model portfolio securities or model portfolio asset class, set then to an empty array
1397
+ * @param {*} [options] Override http request option.
1398
+ * @throws {RequiredError}
1399
+ */
1400
+ modifyModelPortfolioById: async (modelPortfolioId: string, modelPortfolioDetails: ModelPortfolioDetails, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
1401
+ // verify required parameter 'modelPortfolioId' is not null or undefined
1402
+ assertParamExists('modifyModelPortfolioById', 'modelPortfolioId', modelPortfolioId)
1403
+ // verify required parameter 'modelPortfolioDetails' is not null or undefined
1404
+ assertParamExists('modifyModelPortfolioById', 'modelPortfolioDetails', modelPortfolioDetails)
1405
+ const localVarPath = `/modelPortfolio/{modelPortfolioId}`
1406
+ .replace(`{${"modelPortfolioId"}}`, encodeURIComponent(String(modelPortfolioId)));
1407
+ // use dummy base URL string because the URL constructor only accepts absolute URLs.
1408
+ const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
1409
+ let baseOptions;
1410
+ if (configuration) {
1411
+ baseOptions = configuration.baseOptions;
1412
+ }
1413
+
1414
+ const localVarRequestOptions: AxiosRequestConfig = { method: 'POST', ...baseOptions, ...options};
1415
+ const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
1416
+ const localVarQueryParameter = {} as any;
1417
+
1418
+ // authentication PartnerClientId required
1419
+ await setApiKeyToObject(localVarQueryParameter, "clientId", configuration)
1420
+
1421
+ // authentication PartnerSignature required
1422
+ await setApiKeyToObject(localVarHeaderParameter, "Signature", configuration)
1423
+
1424
+ // authentication PartnerTimestamp required
1425
+ await setApiKeyToObject(localVarQueryParameter, "timestamp", configuration)
1426
+
1427
+
1428
+
1429
+ localVarHeaderParameter['Content-Type'] = 'application/json';
1430
+
1431
+ let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
1432
+ localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
1433
+ localVarRequestOptions.data = serializeDataIfNeeded(modelPortfolioDetails, localVarRequestOptions, configuration)
1434
+
1435
+ requestBeforeHook({
1436
+ queryParameters: localVarQueryParameter,
1437
+ requestConfig: localVarRequestOptions,
1438
+ path: localVarPath,
1439
+ configuration
1440
+ });
1441
+
1442
+ setSearchParams(localVarUrlObj, localVarQueryParameter);
1443
+ return {
1444
+ url: toPathString(localVarUrlObj),
1445
+ options: localVarRequestOptions,
1446
+ };
1447
+ },
1448
+ /**
1449
+ *
1450
+ * @summary Update an existing target portfolio.
1451
+ * @param {string} portfolioGroupId The ID of the PortfolioGroup to update.
1452
+ * @param {{ [key: string]: any; }} requestBody
1453
+ * @param {*} [options] Override http request option.
1454
+ * @throws {RequiredError}
1455
+ */
1456
+ savePortfolio: async (portfolioGroupId: string, requestBody: { [key: string]: any; }, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
1457
+ // verify required parameter 'portfolioGroupId' is not null or undefined
1458
+ assertParamExists('savePortfolio', 'portfolioGroupId', portfolioGroupId)
1459
+ // verify required parameter 'requestBody' is not null or undefined
1460
+ assertParamExists('savePortfolio', 'requestBody', requestBody)
1461
+ const localVarPath = `/portfolioGroups/{portfolioGroupId}`
1462
+ .replace(`{${"portfolioGroupId"}}`, encodeURIComponent(String(portfolioGroupId)));
1463
+ // use dummy base URL string because the URL constructor only accepts absolute URLs.
1464
+ const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
1465
+ let baseOptions;
1466
+ if (configuration) {
1467
+ baseOptions = configuration.baseOptions;
1468
+ }
1469
+
1470
+ const localVarRequestOptions: AxiosRequestConfig = { method: 'PATCH', ...baseOptions, ...options};
1471
+ const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
1472
+ const localVarQueryParameter = {} as any;
1473
+
1474
+ // authentication PartnerClientId required
1475
+ await setApiKeyToObject(localVarQueryParameter, "clientId", configuration)
1476
+
1477
+ // authentication PartnerSignature required
1478
+ await setApiKeyToObject(localVarHeaderParameter, "Signature", configuration)
1479
+
1480
+ // authentication PartnerTimestamp required
1481
+ await setApiKeyToObject(localVarQueryParameter, "timestamp", configuration)
1482
+
1483
+
1484
+
1485
+ localVarHeaderParameter['Content-Type'] = 'application/json';
1486
+
1487
+ let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
1488
+ localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
1489
+ localVarRequestOptions.data = serializeDataIfNeeded(requestBody, localVarRequestOptions, configuration)
1490
+
1491
+ requestBeforeHook({
1492
+ queryParameters: localVarQueryParameter,
1493
+ requestConfig: localVarRequestOptions,
1494
+ path: localVarPath,
1495
+ configuration
1496
+ });
1497
+
1498
+ setSearchParams(localVarUrlObj, localVarQueryParameter);
1499
+ return {
1500
+ url: toPathString(localVarUrlObj),
1501
+ options: localVarRequestOptions,
1502
+ };
1503
+ },
1504
+ /**
1505
+ *
1506
+ * @summary Search for symbols limited to brokerages under the specified portfolio group
1507
+ * @param {string} portfolioGroupId The ID of the PortfolioGroup to search under
1508
+ * @param {SymbolQuery} [symbolQuery]
1509
+ * @param {*} [options] Override http request option.
1510
+ * @throws {RequiredError}
1511
+ */
1512
+ searchPortfolioSymbols: async (portfolioGroupId: string, symbolQuery?: SymbolQuery, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
1513
+ // verify required parameter 'portfolioGroupId' is not null or undefined
1514
+ assertParamExists('searchPortfolioSymbols', 'portfolioGroupId', portfolioGroupId)
1515
+ const localVarPath = `/portfolioGroups/{portfolioGroupId}/symbols`
1516
+ .replace(`{${"portfolioGroupId"}}`, encodeURIComponent(String(portfolioGroupId)));
1517
+ // use dummy base URL string because the URL constructor only accepts absolute URLs.
1518
+ const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
1519
+ let baseOptions;
1520
+ if (configuration) {
1521
+ baseOptions = configuration.baseOptions;
1522
+ }
1523
+
1524
+ const localVarRequestOptions: AxiosRequestConfig = { method: 'POST', ...baseOptions, ...options};
1525
+ const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
1526
+ const localVarQueryParameter = {} as any;
1527
+
1528
+ // authentication PartnerClientId required
1529
+ await setApiKeyToObject(localVarQueryParameter, "clientId", configuration)
1530
+
1531
+ // authentication PartnerSignature required
1532
+ await setApiKeyToObject(localVarHeaderParameter, "Signature", configuration)
1533
+
1534
+ // authentication PartnerTimestamp required
1535
+ await setApiKeyToObject(localVarQueryParameter, "timestamp", configuration)
1536
+
1537
+
1538
+
1539
+ localVarHeaderParameter['Content-Type'] = 'application/json';
1540
+
1541
+ let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
1542
+ localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
1543
+ localVarRequestOptions.data = serializeDataIfNeeded(symbolQuery, localVarRequestOptions, configuration)
1544
+
1545
+ requestBeforeHook({
1546
+ queryParameters: localVarQueryParameter,
1547
+ requestConfig: localVarRequestOptions,
1548
+ path: localVarPath,
1549
+ configuration
1550
+ });
1551
+
1552
+ setSearchParams(localVarUrlObj, localVarQueryParameter);
1553
+ return {
1554
+ url: toPathString(localVarUrlObj),
1555
+ options: localVarRequestOptions,
1556
+ };
1557
+ },
1558
+ /**
1559
+ *
1560
+ * @summary Set a new list of target assets under the specified PortfolioGroup. All existing target assets under this portfolio group will be replaced with the new list.
1561
+ * @param {string} portfolioGroupId The ID of the PortfolioGroup under which to create the target asset.
1562
+ * @param {Array<TargetAsset>} [targetAsset]
1563
+ * @param {*} [options] Override http request option.
1564
+ * @throws {RequiredError}
1565
+ */
1566
+ setPortfolioTargets: async (portfolioGroupId: string, targetAsset?: Array<TargetAsset>, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
1567
+ // verify required parameter 'portfolioGroupId' is not null or undefined
1568
+ assertParamExists('setPortfolioTargets', 'portfolioGroupId', portfolioGroupId)
1569
+ const localVarPath = `/portfolioGroups/{portfolioGroupId}/targets`
1570
+ .replace(`{${"portfolioGroupId"}}`, encodeURIComponent(String(portfolioGroupId)));
1571
+ // use dummy base URL string because the URL constructor only accepts absolute URLs.
1572
+ const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
1573
+ let baseOptions;
1574
+ if (configuration) {
1575
+ baseOptions = configuration.baseOptions;
1576
+ }
1577
+
1578
+ const localVarRequestOptions: AxiosRequestConfig = { method: 'POST', ...baseOptions, ...options};
1579
+ const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
1580
+ const localVarQueryParameter = {} as any;
1581
+
1582
+ // authentication PartnerClientId required
1583
+ await setApiKeyToObject(localVarQueryParameter, "clientId", configuration)
1584
+
1585
+ // authentication PartnerSignature required
1586
+ await setApiKeyToObject(localVarHeaderParameter, "Signature", configuration)
1587
+
1588
+ // authentication PartnerTimestamp required
1589
+ await setApiKeyToObject(localVarQueryParameter, "timestamp", configuration)
1590
+
1591
+
1592
+
1593
+ localVarHeaderParameter['Content-Type'] = 'application/json';
1594
+
1595
+ let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
1596
+ localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
1597
+ localVarRequestOptions.data = serializeDataIfNeeded(targetAsset, localVarRequestOptions, configuration)
1598
+
1599
+ requestBeforeHook({
1600
+ queryParameters: localVarQueryParameter,
1601
+ requestConfig: localVarRequestOptions,
1602
+ path: localVarPath,
1603
+ configuration
1604
+ });
1605
+
1606
+ setSearchParams(localVarUrlObj, localVarQueryParameter);
1607
+ return {
1608
+ url: toPathString(localVarUrlObj),
1609
+ options: localVarRequestOptions,
1610
+ };
1611
+ },
1612
+ /**
1613
+ *
1614
+ * @summary Updates model asset class objects
1615
+ * @param {string} modelAssetClassId The ID of the model asset class to update.
1616
+ * @param {ModelAssetClassDetails} modelAssetClassDetails Use this endpoint change model asset class name and to add or remove a model asset class target. &lt;br /&gt;&lt;br /&gt; * Only the model asset class name is required for the model asset class object. &lt;br /&gt; * Only the symbol id is required for the symbol object in the model asset class target object. &lt;br /&gt; * To remove all model asset class targets, set the model asset class target as an empty array
1617
+ * @param {*} [options] Override http request option.
1618
+ * @throws {RequiredError}
1619
+ */
1620
+ updateAssetClass: async (modelAssetClassId: string, modelAssetClassDetails: ModelAssetClassDetails, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
1621
+ // verify required parameter 'modelAssetClassId' is not null or undefined
1622
+ assertParamExists('updateAssetClass', 'modelAssetClassId', modelAssetClassId)
1623
+ // verify required parameter 'modelAssetClassDetails' is not null or undefined
1624
+ assertParamExists('updateAssetClass', 'modelAssetClassDetails', modelAssetClassDetails)
1625
+ const localVarPath = `/modelAssetClass/{modelAssetClassId}`
1626
+ .replace(`{${"modelAssetClassId"}}`, encodeURIComponent(String(modelAssetClassId)));
1627
+ // use dummy base URL string because the URL constructor only accepts absolute URLs.
1628
+ const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
1629
+ let baseOptions;
1630
+ if (configuration) {
1631
+ baseOptions = configuration.baseOptions;
1632
+ }
1633
+
1634
+ const localVarRequestOptions: AxiosRequestConfig = { method: 'POST', ...baseOptions, ...options};
1635
+ const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
1636
+ const localVarQueryParameter = {} as any;
1637
+
1638
+ // authentication PartnerClientId required
1639
+ await setApiKeyToObject(localVarQueryParameter, "clientId", configuration)
1640
+
1641
+ // authentication PartnerSignature required
1642
+ await setApiKeyToObject(localVarHeaderParameter, "Signature", configuration)
1643
+
1644
+ // authentication PartnerTimestamp required
1645
+ await setApiKeyToObject(localVarQueryParameter, "timestamp", configuration)
1646
+
1647
+
1648
+
1649
+ localVarHeaderParameter['Content-Type'] = 'application/json';
1650
+
1651
+ let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
1652
+ localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
1653
+ localVarRequestOptions.data = serializeDataIfNeeded(modelAssetClassDetails, localVarRequestOptions, configuration)
1654
+
1655
+ requestBeforeHook({
1656
+ queryParameters: localVarQueryParameter,
1657
+ requestConfig: localVarRequestOptions,
1658
+ path: localVarPath,
1659
+ configuration
1660
+ });
1661
+
1662
+ setSearchParams(localVarUrlObj, localVarQueryParameter);
1663
+ return {
1664
+ url: toPathString(localVarUrlObj),
1665
+ options: localVarRequestOptions,
1666
+ };
1667
+ },
1668
+ /**
1669
+ *
1670
+ * @summary Updates portfolio group settings
1671
+ * @param {string} portfolioGroupId The ID of the PortfolioGroup under which to patch the settings.
1672
+ * @param {*} [options] Override http request option.
1673
+ * @throws {RequiredError}
1674
+ */
1675
+ updatePortfolioSettings: async (portfolioGroupId: string, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
1676
+ // verify required parameter 'portfolioGroupId' is not null or undefined
1677
+ assertParamExists('updatePortfolioSettings', 'portfolioGroupId', portfolioGroupId)
1678
+ const localVarPath = `/portfolioGroups/{portfolioGroupId}/settings`
1679
+ .replace(`{${"portfolioGroupId"}}`, encodeURIComponent(String(portfolioGroupId)));
1680
+ // use dummy base URL string because the URL constructor only accepts absolute URLs.
1681
+ const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
1682
+ let baseOptions;
1683
+ if (configuration) {
1684
+ baseOptions = configuration.baseOptions;
1685
+ }
1686
+
1687
+ const localVarRequestOptions: AxiosRequestConfig = { method: 'PATCH', ...baseOptions, ...options};
1688
+ const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
1689
+ const localVarQueryParameter = {} as any;
1690
+
1691
+ // authentication PartnerClientId required
1692
+ await setApiKeyToObject(localVarQueryParameter, "clientId", configuration)
1693
+
1694
+ // authentication PartnerSignature required
1695
+ await setApiKeyToObject(localVarHeaderParameter, "Signature", configuration)
1696
+
1697
+ // authentication PartnerTimestamp required
1698
+ await setApiKeyToObject(localVarQueryParameter, "timestamp", configuration)
1699
+
1700
+
1701
+
1702
+ let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
1703
+ localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
1704
+
1705
+ requestBeforeHook({
1706
+ queryParameters: localVarQueryParameter,
1707
+ requestConfig: localVarRequestOptions,
1708
+ path: localVarPath,
1709
+ configuration
1710
+ });
1711
+
1712
+ setSearchParams(localVarUrlObj, localVarQueryParameter);
1713
+ return {
1714
+ url: toPathString(localVarUrlObj),
1715
+ options: localVarRequestOptions,
1716
+ };
1717
+ },
1718
+ /**
1719
+ *
1720
+ * @summary Update a TargetAsset under the specified PortfolioGroup.
1721
+ * @param {string} portfolioGroupId The ID of the PortfolioGroup under which to patch the target asset.
1722
+ * @param {string} targetAssetId The ID of the TargetAsset to patch.
1723
+ * @param {TargetAsset} targetAsset
1724
+ * @param {*} [options] Override http request option.
1725
+ * @throws {RequiredError}
1726
+ */
1727
+ updatePortfolioTargetById: async (portfolioGroupId: string, targetAssetId: string, targetAsset: TargetAsset, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
1728
+ // verify required parameter 'portfolioGroupId' is not null or undefined
1729
+ assertParamExists('updatePortfolioTargetById', 'portfolioGroupId', portfolioGroupId)
1730
+ // verify required parameter 'targetAssetId' is not null or undefined
1731
+ assertParamExists('updatePortfolioTargetById', 'targetAssetId', targetAssetId)
1732
+ // verify required parameter 'targetAsset' is not null or undefined
1733
+ assertParamExists('updatePortfolioTargetById', 'targetAsset', targetAsset)
1734
+ const localVarPath = `/portfolioGroups/{portfolioGroupId}/targets/{targetAssetId}`
1735
+ .replace(`{${"portfolioGroupId"}}`, encodeURIComponent(String(portfolioGroupId)))
1736
+ .replace(`{${"targetAssetId"}}`, encodeURIComponent(String(targetAssetId)));
1737
+ // use dummy base URL string because the URL constructor only accepts absolute URLs.
1738
+ const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
1739
+ let baseOptions;
1740
+ if (configuration) {
1741
+ baseOptions = configuration.baseOptions;
1742
+ }
1743
+
1744
+ const localVarRequestOptions: AxiosRequestConfig = { method: 'PATCH', ...baseOptions, ...options};
1745
+ const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
1746
+ const localVarQueryParameter = {} as any;
1747
+
1748
+ // authentication PartnerClientId required
1749
+ await setApiKeyToObject(localVarQueryParameter, "clientId", configuration)
1750
+
1751
+ // authentication PartnerSignature required
1752
+ await setApiKeyToObject(localVarHeaderParameter, "Signature", configuration)
1753
+
1754
+ // authentication PartnerTimestamp required
1755
+ await setApiKeyToObject(localVarQueryParameter, "timestamp", configuration)
1756
+
1757
+
1758
+
1759
+ localVarHeaderParameter['Content-Type'] = 'application/json';
1760
+
1761
+ let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
1762
+ localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
1763
+ localVarRequestOptions.data = serializeDataIfNeeded(targetAsset, localVarRequestOptions, configuration)
1764
+
1765
+ requestBeforeHook({
1766
+ queryParameters: localVarQueryParameter,
1767
+ requestConfig: localVarRequestOptions,
1768
+ path: localVarPath,
1769
+ configuration
1770
+ });
1771
+
1772
+ setSearchParams(localVarUrlObj, localVarQueryParameter);
1773
+ return {
1774
+ url: toPathString(localVarUrlObj),
1775
+ options: localVarRequestOptions,
1776
+ };
1777
+ },
1778
+ }
1779
+ };
1780
+
1781
+ /**
1782
+ * PortfolioManagementApi - functional programming interface
1783
+ * @export
1784
+ */
1785
+ export const PortfolioManagementApiFp = function(configuration?: Configuration) {
1786
+ const localVarAxiosParamCreator = PortfolioManagementApiAxiosParamCreator(configuration)
1787
+ return {
1788
+ /**
1789
+ *
1790
+ * @summary Adds an asset to exclude to a portfolio group
1791
+ * @param {PortfolioManagementApiAddPortfolioExcludedAssetRequest} requestParameters Request parameters.
1792
+ * @param {*} [options] Override http request option.
1793
+ * @throws {RequiredError}
1794
+ */
1795
+ async addPortfolioExcludedAsset(requestParameters: PortfolioManagementApiAddPortfolioExcludedAssetRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<ExcludedAsset>> {
1796
+ const localVarAxiosArgs = await localVarAxiosParamCreator.addPortfolioExcludedAsset(requestParameters.portfolioGroupId, requestParameters.requestBody, options);
1797
+ return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
1798
+ },
1799
+ /**
1800
+ *
1801
+ * @summary Create new portfolio group
1802
+ * @param {PortfolioManagementApiCreateRequest} requestParameters Request parameters.
1803
+ * @param {*} [options] Override http request option.
1804
+ * @throws {RequiredError}
1805
+ */
1806
+ async create(requestParameters: PortfolioManagementApiCreateRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<Array<PortfolioGroup>>> {
1807
+ const localVarAxiosArgs = await localVarAxiosParamCreator.create(requestParameters.userId, requestParameters.userSecret, requestParameters.requestBody, options);
1808
+ return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
1809
+ },
1810
+ /**
1811
+ *
1812
+ * @summary Create a new model asset class
1813
+ * @param {*} [options] Override http request option.
1814
+ * @throws {RequiredError}
1815
+ */
1816
+ async createAssetClass(options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<ModelAssetClassDetails>> {
1817
+ const localVarAxiosArgs = await localVarAxiosParamCreator.createAssetClass(options);
1818
+ return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
1819
+ },
1820
+ /**
1821
+ *
1822
+ * @summary Creates a new model portfolio
1823
+ * @param {*} [options] Override http request option.
1824
+ * @throws {RequiredError}
1825
+ */
1826
+ async createModelPortfolio(options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<ModelPortfolioDetails>> {
1827
+ const localVarAxiosArgs = await localVarAxiosParamCreator.createModelPortfolio(options);
1828
+ return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
1829
+ },
1830
+ /**
1831
+ *
1832
+ * @summary Deletes a model asset class
1833
+ * @param {PortfolioManagementApiDeleteAssetClassRequest} requestParameters Request parameters.
1834
+ * @param {*} [options] Override http request option.
1835
+ * @throws {RequiredError}
1836
+ */
1837
+ async deleteAssetClass(requestParameters: PortfolioManagementApiDeleteAssetClassRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<void>> {
1838
+ const localVarAxiosArgs = await localVarAxiosParamCreator.deleteAssetClass(requestParameters.modelAssetClassId, options);
1839
+ return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
1840
+ },
1841
+ /**
1842
+ *
1843
+ * @summary Unexclude an asset from a portfolio group
1844
+ * @param {PortfolioManagementApiDeleteExcludedAssetRequest} requestParameters Request parameters.
1845
+ * @param {*} [options] Override http request option.
1846
+ * @throws {RequiredError}
1847
+ */
1848
+ async deleteExcludedAsset(requestParameters: PortfolioManagementApiDeleteExcludedAssetRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<void>> {
1849
+ const localVarAxiosArgs = await localVarAxiosParamCreator.deleteExcludedAsset(requestParameters.portfolioGroupId, requestParameters.symbolId, options);
1850
+ return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
1851
+ },
1852
+ /**
1853
+ *
1854
+ * @summary Deletes a model portfolio
1855
+ * @param {PortfolioManagementApiDeleteModelPortfolioByIdRequest} requestParameters Request parameters.
1856
+ * @param {*} [options] Override http request option.
1857
+ * @throws {RequiredError}
1858
+ */
1859
+ async deleteModelPortfolioById(requestParameters: PortfolioManagementApiDeleteModelPortfolioByIdRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<void>> {
1860
+ const localVarAxiosArgs = await localVarAxiosParamCreator.deleteModelPortfolioById(requestParameters.modelPortfolioId, options);
1861
+ return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
1862
+ },
1863
+ /**
1864
+ *
1865
+ * @summary Remove a target portfolio.
1866
+ * @param {PortfolioManagementApiDeletePortfoliRequest} requestParameters Request parameters.
1867
+ * @param {*} [options] Override http request option.
1868
+ * @throws {RequiredError}
1869
+ */
1870
+ async deletePortfoli(requestParameters: PortfolioManagementApiDeletePortfoliRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<PortfolioGroup>> {
1871
+ const localVarAxiosArgs = await localVarAxiosParamCreator.deletePortfoli(requestParameters.portfolioGroupId, options);
1872
+ return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
1873
+ },
1874
+ /**
1875
+ *
1876
+ * @summary Remove a TargetAsset.
1877
+ * @param {PortfolioManagementApiDeletePortfolioTargetByIdRequest} requestParameters Request parameters.
1878
+ * @param {*} [options] Override http request option.
1879
+ * @throws {RequiredError}
1880
+ */
1881
+ async deletePortfolioTargetById(requestParameters: PortfolioManagementApiDeletePortfolioTargetByIdRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<TargetAsset>> {
1882
+ const localVarAxiosArgs = await localVarAxiosParamCreator.deletePortfolioTargetById(requestParameters.portfolioGroupId, requestParameters.targetAssetId, options);
1883
+ return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
1884
+ },
1885
+ /**
1886
+ *
1887
+ * @summary Get details of a model asset class
1888
+ * @param {PortfolioManagementApiDetailAssetClassRequest} requestParameters Request parameters.
1889
+ * @param {*} [options] Override http request option.
1890
+ * @throws {RequiredError}
1891
+ */
1892
+ async detailAssetClass(requestParameters: PortfolioManagementApiDetailAssetClassRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<ModelAssetClassDetails>> {
1893
+ const localVarAxiosArgs = await localVarAxiosParamCreator.detailAssetClass(requestParameters.modelAssetClassId, options);
1894
+ return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
1895
+ },
1896
+ /**
1897
+ *
1898
+ * @summary Return an individual trade
1899
+ * @param {PortfolioManagementApiGetCalculatedTradeByIdRequest} requestParameters Request parameters.
1900
+ * @param {*} [options] Override http request option.
1901
+ * @throws {RequiredError}
1902
+ */
1903
+ async getCalculatedTradeById(requestParameters: PortfolioManagementApiGetCalculatedTradeByIdRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<Array<Trade>>> {
1904
+ const localVarAxiosArgs = await localVarAxiosParamCreator.getCalculatedTradeById(requestParameters.portfolioGroupId, requestParameters.calculatedTradeId, requestParameters.tradeId, options);
1905
+ return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
1906
+ },
1907
+ /**
1908
+ *
1909
+ * @summary Get details of a model portfolio
1910
+ * @param {PortfolioManagementApiGetModelDetailsByIdRequest} requestParameters Request parameters.
1911
+ * @param {*} [options] Override http request option.
1912
+ * @throws {RequiredError}
1913
+ */
1914
+ async getModelDetailsById(requestParameters: PortfolioManagementApiGetModelDetailsByIdRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<ModelPortfolioDetails>> {
1915
+ const localVarAxiosArgs = await localVarAxiosParamCreator.getModelDetailsById(requestParameters.modelPortfolioId, options);
1916
+ return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
1917
+ },
1918
+ /**
1919
+ *
1920
+ * @summary Get sum of cash balances in portfolio group
1921
+ * @param {PortfolioManagementApiGetPortfolioBalancesRequest} requestParameters Request parameters.
1922
+ * @param {*} [options] Override http request option.
1923
+ * @throws {RequiredError}
1924
+ */
1925
+ async getPortfolioBalances(requestParameters: PortfolioManagementApiGetPortfolioBalancesRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<Array<Balance>>> {
1926
+ const localVarAxiosArgs = await localVarAxiosParamCreator.getPortfolioBalances(requestParameters.portfolioGroupId, options);
1927
+ return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
1928
+ },
1929
+ /**
1930
+ *
1931
+ * @summary Get details of a target portfolio
1932
+ * @param {PortfolioManagementApiGetPortfolioDetailsByIdRequest} requestParameters Request parameters.
1933
+ * @param {*} [options] Override http request option.
1934
+ * @throws {RequiredError}
1935
+ */
1936
+ async getPortfolioDetailsById(requestParameters: PortfolioManagementApiGetPortfolioDetailsByIdRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<PortfolioGroup>> {
1937
+ const localVarAxiosArgs = await localVarAxiosParamCreator.getPortfolioDetailsById(requestParameters.portfolioGroupId, options);
1938
+ return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
1939
+ },
1940
+ /**
1941
+ *
1942
+ * @summary Return a whole bunch of relevant information relating to a portfolio group.
1943
+ * @param {PortfolioManagementApiGetPortfolioInfoRequest} requestParameters Request parameters.
1944
+ * @param {*} [options] Override http request option.
1945
+ * @throws {RequiredError}
1946
+ */
1947
+ async getPortfolioInfo(requestParameters: PortfolioManagementApiGetPortfolioInfoRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<PortfolioGroupInfo>> {
1948
+ const localVarAxiosArgs = await localVarAxiosParamCreator.getPortfolioInfo(requestParameters.portfolioGroupId, options);
1949
+ return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
1950
+ },
1951
+ /**
1952
+ *
1953
+ * @summary Get total of each postions owned in portfolio group
1954
+ * @param {PortfolioManagementApiGetPortfolioPositionsRequest} requestParameters Request parameters.
1955
+ * @param {*} [options] Override http request option.
1956
+ * @throws {RequiredError}
1957
+ */
1958
+ async getPortfolioPositions(requestParameters: PortfolioManagementApiGetPortfolioPositionsRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<Array<PortfolioGroupPosition>>> {
1959
+ const localVarAxiosArgs = await localVarAxiosParamCreator.getPortfolioPositions(requestParameters.portfolioGroupId, options);
1960
+ return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
1961
+ },
1962
+ /**
1963
+ *
1964
+ * @summary Get portfolio group settings
1965
+ * @param {PortfolioManagementApiGetPortfolioSettingsRequest} requestParameters Request parameters.
1966
+ * @param {*} [options] Override http request option.
1967
+ * @throws {RequiredError}
1968
+ */
1969
+ async getPortfolioSettings(requestParameters: PortfolioManagementApiGetPortfolioSettingsRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<PortfolioGroupSettings>> {
1970
+ const localVarAxiosArgs = await localVarAxiosParamCreator.getPortfolioSettings(requestParameters.portfolioGroupId, options);
1971
+ return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
1972
+ },
1973
+ /**
1974
+ *
1975
+ * @summary Get a specific target from a portfolio group
1976
+ * @param {PortfolioManagementApiGetPortfolioTargetByIdRequest} requestParameters Request parameters.
1977
+ * @param {*} [options] Override http request option.
1978
+ * @throws {RequiredError}
1979
+ */
1980
+ async getPortfolioTargetById(requestParameters: PortfolioManagementApiGetPortfolioTargetByIdRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<TargetAsset>> {
1981
+ const localVarAxiosArgs = await localVarAxiosParamCreator.getPortfolioTargetById(requestParameters.portfolioGroupId, requestParameters.targetAssetId, options);
1982
+ return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
1983
+ },
1984
+ /**
1985
+ *
1986
+ * @summary Get all target assets under the specified PortfolioGroup.
1987
+ * @param {PortfolioManagementApiGetPortfolioTargetsRequest} requestParameters Request parameters.
1988
+ * @param {*} [options] Override http request option.
1989
+ * @throws {RequiredError}
1990
+ */
1991
+ async getPortfolioTargets(requestParameters: PortfolioManagementApiGetPortfolioTargetsRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<Array<TargetAsset>>> {
1992
+ const localVarAxiosArgs = await localVarAxiosParamCreator.getPortfolioTargets(requestParameters.portfolioGroupId, options);
1993
+ return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
1994
+ },
1995
+ /**
1996
+ *
1997
+ * @summary Get an array of excluded assets associated with a portfolio group\\
1998
+ * @param {PortfolioManagementApiGetPortoflioExcludedAssetsRequest} requestParameters Request parameters.
1999
+ * @param {*} [options] Override http request option.
2000
+ * @throws {RequiredError}
2001
+ */
2002
+ async getPortoflioExcludedAssets(requestParameters: PortfolioManagementApiGetPortoflioExcludedAssetsRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<Array<ExcludedAsset>>> {
2003
+ const localVarAxiosArgs = await localVarAxiosParamCreator.getPortoflioExcludedAssets(requestParameters.portfolioGroupId, options);
2004
+ return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
2005
+ },
2006
+ /**
2007
+ *
2008
+ * @summary Import target allocation based on portfolio group
2009
+ * @param {PortfolioManagementApiImportModelPortfolioRequest} requestParameters Request parameters.
2010
+ * @param {*} [options] Override http request option.
2011
+ * @throws {RequiredError}
2012
+ */
2013
+ async importModelPortfolio(requestParameters: PortfolioManagementApiImportModelPortfolioRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<Array<TargetAsset>>> {
2014
+ const localVarAxiosArgs = await localVarAxiosParamCreator.importModelPortfolio(requestParameters.portfolioGroupId, options);
2015
+ return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
2016
+ },
2017
+ /**
2018
+ *
2019
+ * @summary List all portfolio groups
2020
+ * @param {PortfolioManagementApiListRequest} requestParameters Request parameters.
2021
+ * @param {*} [options] Override http request option.
2022
+ * @throws {RequiredError}
2023
+ */
2024
+ async list(requestParameters: PortfolioManagementApiListRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<Array<PortfolioGroup>>> {
2025
+ const localVarAxiosArgs = await localVarAxiosParamCreator.list(requestParameters.userId, requestParameters.userSecret, options);
2026
+ return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
2027
+ },
2028
+ /**
2029
+ *
2030
+ * @summary List of model asset class
2031
+ * @param {*} [options] Override http request option.
2032
+ * @throws {RequiredError}
2033
+ */
2034
+ async listAssetClasses(options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<Array<ModelAssetClassDetails>>> {
2035
+ const localVarAxiosArgs = await localVarAxiosParamCreator.listAssetClasses(options);
2036
+ return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
2037
+ },
2038
+ /**
2039
+ *
2040
+ * @summary List of trades to make to rebalance portfolio group
2041
+ * @param {PortfolioManagementApiListCalculatedTradesRequest} requestParameters Request parameters.
2042
+ * @param {*} [options] Override http request option.
2043
+ * @throws {RequiredError}
2044
+ */
2045
+ async listCalculatedTrades(requestParameters: PortfolioManagementApiListCalculatedTradesRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<CalculatedTrade>> {
2046
+ const localVarAxiosArgs = await localVarAxiosParamCreator.listCalculatedTrades(requestParameters.portfolioGroupId, options);
2047
+ return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
2048
+ },
2049
+ /**
2050
+ *
2051
+ * @summary List of model portfolio
2052
+ * @param {*} [options] Override http request option.
2053
+ * @throws {RequiredError}
2054
+ */
2055
+ async listModelPortfolio(options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<Array<ModelPortfolioDetails>>> {
2056
+ const localVarAxiosArgs = await localVarAxiosParamCreator.listModelPortfolio(options);
2057
+ return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
2058
+ },
2059
+ /**
2060
+ *
2061
+ * @summary Get all accounts associated with a portfolio group
2062
+ * @param {PortfolioManagementApiListPortfolioAccountsRequest} requestParameters Request parameters.
2063
+ * @param {*} [options] Override http request option.
2064
+ * @throws {RequiredError}
2065
+ */
2066
+ async listPortfolioAccounts(requestParameters: PortfolioManagementApiListPortfolioAccountsRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<Array<Account>>> {
2067
+ const localVarAxiosArgs = await localVarAxiosParamCreator.listPortfolioAccounts(requestParameters.portfolioGroupId, options);
2068
+ return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
2069
+ },
2070
+ /**
2071
+ *
2072
+ * @summary Updates model portfolio object
2073
+ * @param {PortfolioManagementApiModifyModelPortfolioByIdRequest} requestParameters Request parameters.
2074
+ * @param {*} [options] Override http request option.
2075
+ * @throws {RequiredError}
2076
+ */
2077
+ async modifyModelPortfolioById(requestParameters: PortfolioManagementApiModifyModelPortfolioByIdRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<void>> {
2078
+ const localVarAxiosArgs = await localVarAxiosParamCreator.modifyModelPortfolioById(requestParameters.modelPortfolioId, requestParameters.requestBody, options);
2079
+ return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
2080
+ },
2081
+ /**
2082
+ *
2083
+ * @summary Update an existing target portfolio.
2084
+ * @param {PortfolioManagementApiSavePortfolioRequest} requestParameters Request parameters.
2085
+ * @param {*} [options] Override http request option.
2086
+ * @throws {RequiredError}
2087
+ */
2088
+ async savePortfolio(requestParameters: PortfolioManagementApiSavePortfolioRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<PortfolioGroup>> {
2089
+ const localVarAxiosArgs = await localVarAxiosParamCreator.savePortfolio(requestParameters.portfolioGroupId, requestParameters.requestBody, options);
2090
+ return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
2091
+ },
2092
+ /**
2093
+ *
2094
+ * @summary Search for symbols limited to brokerages under the specified portfolio group
2095
+ * @param {PortfolioManagementApiSearchPortfolioSymbolsRequest} requestParameters Request parameters.
2096
+ * @param {*} [options] Override http request option.
2097
+ * @throws {RequiredError}
2098
+ */
2099
+ async searchPortfolioSymbols(requestParameters: PortfolioManagementApiSearchPortfolioSymbolsRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<Array<UniversalSymbol>>> {
2100
+ const localVarAxiosArgs = await localVarAxiosParamCreator.searchPortfolioSymbols(requestParameters.portfolioGroupId, requestParameters.requestBody, options);
2101
+ return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
2102
+ },
2103
+ /**
2104
+ *
2105
+ * @summary Set a new list of target assets under the specified PortfolioGroup. All existing target assets under this portfolio group will be replaced with the new list.
2106
+ * @param {PortfolioManagementApiSetPortfolioTargetsRequest} requestParameters Request parameters.
2107
+ * @param {*} [options] Override http request option.
2108
+ * @throws {RequiredError}
2109
+ */
2110
+ async setPortfolioTargets(requestParameters: PortfolioManagementApiSetPortfolioTargetsRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<Array<TargetAsset>>> {
2111
+ const localVarAxiosArgs = await localVarAxiosParamCreator.setPortfolioTargets(requestParameters.portfolioGroupId, requestParameters.requestBody, options);
2112
+ return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
2113
+ },
2114
+ /**
2115
+ *
2116
+ * @summary Updates model asset class objects
2117
+ * @param {PortfolioManagementApiUpdateAssetClassRequest} requestParameters Request parameters.
2118
+ * @param {*} [options] Override http request option.
2119
+ * @throws {RequiredError}
2120
+ */
2121
+ async updateAssetClass(requestParameters: PortfolioManagementApiUpdateAssetClassRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<void>> {
2122
+ const localVarAxiosArgs = await localVarAxiosParamCreator.updateAssetClass(requestParameters.modelAssetClassId, requestParameters.requestBody, options);
2123
+ return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
2124
+ },
2125
+ /**
2126
+ *
2127
+ * @summary Updates portfolio group settings
2128
+ * @param {PortfolioManagementApiUpdatePortfolioSettingsRequest} requestParameters Request parameters.
2129
+ * @param {*} [options] Override http request option.
2130
+ * @throws {RequiredError}
2131
+ */
2132
+ async updatePortfolioSettings(requestParameters: PortfolioManagementApiUpdatePortfolioSettingsRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<PortfolioGroupSettings>> {
2133
+ const localVarAxiosArgs = await localVarAxiosParamCreator.updatePortfolioSettings(requestParameters.portfolioGroupId, options);
2134
+ return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
2135
+ },
2136
+ /**
2137
+ *
2138
+ * @summary Update a TargetAsset under the specified PortfolioGroup.
2139
+ * @param {PortfolioManagementApiUpdatePortfolioTargetByIdRequest} requestParameters Request parameters.
2140
+ * @param {*} [options] Override http request option.
2141
+ * @throws {RequiredError}
2142
+ */
2143
+ async updatePortfolioTargetById(requestParameters: PortfolioManagementApiUpdatePortfolioTargetByIdRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<TargetAsset>> {
2144
+ const localVarAxiosArgs = await localVarAxiosParamCreator.updatePortfolioTargetById(requestParameters.portfolioGroupId, requestParameters.targetAssetId, requestParameters.requestBody, options);
2145
+ return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
2146
+ },
2147
+ }
2148
+ };
2149
+
2150
+ /**
2151
+ * PortfolioManagementApi - factory interface
2152
+ * @export
2153
+ */
2154
+ export const PortfolioManagementApiFactory = function (configuration?: Configuration, basePath?: string, axios?: AxiosInstance) {
2155
+ const localVarFp = PortfolioManagementApiFp(configuration)
2156
+ return {
2157
+ /**
2158
+ *
2159
+ * @summary Adds an asset to exclude to a portfolio group
2160
+ * @param {PortfolioManagementApiAddPortfolioExcludedAssetRequest} requestParameters Request parameters.
2161
+ * @param {*} [options] Override http request option.
2162
+ * @throws {RequiredError}
2163
+ */
2164
+ addPortfolioExcludedAsset(requestParameters: PortfolioManagementApiAddPortfolioExcludedAssetRequest, options?: AxiosRequestConfig): AxiosPromise<ExcludedAsset> {
2165
+ return localVarFp.addPortfolioExcludedAsset(requestParameters, options).then((request) => request(axios, basePath));
2166
+ },
2167
+ /**
2168
+ *
2169
+ * @summary Create new portfolio group
2170
+ * @param {PortfolioManagementApiCreateRequest} requestParameters Request parameters.
2171
+ * @param {*} [options] Override http request option.
2172
+ * @throws {RequiredError}
2173
+ */
2174
+ create(requestParameters: PortfolioManagementApiCreateRequest, options?: AxiosRequestConfig): AxiosPromise<Array<PortfolioGroup>> {
2175
+ return localVarFp.create(requestParameters, options).then((request) => request(axios, basePath));
2176
+ },
2177
+ /**
2178
+ *
2179
+ * @summary Create a new model asset class
2180
+ * @param {*} [options] Override http request option.
2181
+ * @throws {RequiredError}
2182
+ */
2183
+ createAssetClass(options?: AxiosRequestConfig): AxiosPromise<ModelAssetClassDetails> {
2184
+ return localVarFp.createAssetClass(options).then((request) => request(axios, basePath));
2185
+ },
2186
+ /**
2187
+ *
2188
+ * @summary Creates a new model portfolio
2189
+ * @param {*} [options] Override http request option.
2190
+ * @throws {RequiredError}
2191
+ */
2192
+ createModelPortfolio(options?: AxiosRequestConfig): AxiosPromise<ModelPortfolioDetails> {
2193
+ return localVarFp.createModelPortfolio(options).then((request) => request(axios, basePath));
2194
+ },
2195
+ /**
2196
+ *
2197
+ * @summary Deletes a model asset class
2198
+ * @param {PortfolioManagementApiDeleteAssetClassRequest} requestParameters Request parameters.
2199
+ * @param {*} [options] Override http request option.
2200
+ * @throws {RequiredError}
2201
+ */
2202
+ deleteAssetClass(requestParameters: PortfolioManagementApiDeleteAssetClassRequest, options?: AxiosRequestConfig): AxiosPromise<void> {
2203
+ return localVarFp.deleteAssetClass(requestParameters, options).then((request) => request(axios, basePath));
2204
+ },
2205
+ /**
2206
+ *
2207
+ * @summary Unexclude an asset from a portfolio group
2208
+ * @param {PortfolioManagementApiDeleteExcludedAssetRequest} requestParameters Request parameters.
2209
+ * @param {*} [options] Override http request option.
2210
+ * @throws {RequiredError}
2211
+ */
2212
+ deleteExcludedAsset(requestParameters: PortfolioManagementApiDeleteExcludedAssetRequest, options?: AxiosRequestConfig): AxiosPromise<void> {
2213
+ return localVarFp.deleteExcludedAsset(requestParameters, options).then((request) => request(axios, basePath));
2214
+ },
2215
+ /**
2216
+ *
2217
+ * @summary Deletes a model portfolio
2218
+ * @param {PortfolioManagementApiDeleteModelPortfolioByIdRequest} requestParameters Request parameters.
2219
+ * @param {*} [options] Override http request option.
2220
+ * @throws {RequiredError}
2221
+ */
2222
+ deleteModelPortfolioById(requestParameters: PortfolioManagementApiDeleteModelPortfolioByIdRequest, options?: AxiosRequestConfig): AxiosPromise<void> {
2223
+ return localVarFp.deleteModelPortfolioById(requestParameters, options).then((request) => request(axios, basePath));
2224
+ },
2225
+ /**
2226
+ *
2227
+ * @summary Remove a target portfolio.
2228
+ * @param {PortfolioManagementApiDeletePortfoliRequest} requestParameters Request parameters.
2229
+ * @param {*} [options] Override http request option.
2230
+ * @throws {RequiredError}
2231
+ */
2232
+ deletePortfoli(requestParameters: PortfolioManagementApiDeletePortfoliRequest, options?: AxiosRequestConfig): AxiosPromise<PortfolioGroup> {
2233
+ return localVarFp.deletePortfoli(requestParameters, options).then((request) => request(axios, basePath));
2234
+ },
2235
+ /**
2236
+ *
2237
+ * @summary Remove a TargetAsset.
2238
+ * @param {PortfolioManagementApiDeletePortfolioTargetByIdRequest} requestParameters Request parameters.
2239
+ * @param {*} [options] Override http request option.
2240
+ * @throws {RequiredError}
2241
+ */
2242
+ deletePortfolioTargetById(requestParameters: PortfolioManagementApiDeletePortfolioTargetByIdRequest, options?: AxiosRequestConfig): AxiosPromise<TargetAsset> {
2243
+ return localVarFp.deletePortfolioTargetById(requestParameters, options).then((request) => request(axios, basePath));
2244
+ },
2245
+ /**
2246
+ *
2247
+ * @summary Get details of a model asset class
2248
+ * @param {PortfolioManagementApiDetailAssetClassRequest} requestParameters Request parameters.
2249
+ * @param {*} [options] Override http request option.
2250
+ * @throws {RequiredError}
2251
+ */
2252
+ detailAssetClass(requestParameters: PortfolioManagementApiDetailAssetClassRequest, options?: AxiosRequestConfig): AxiosPromise<ModelAssetClassDetails> {
2253
+ return localVarFp.detailAssetClass(requestParameters, options).then((request) => request(axios, basePath));
2254
+ },
2255
+ /**
2256
+ *
2257
+ * @summary Return an individual trade
2258
+ * @param {PortfolioManagementApiGetCalculatedTradeByIdRequest} requestParameters Request parameters.
2259
+ * @param {*} [options] Override http request option.
2260
+ * @throws {RequiredError}
2261
+ */
2262
+ getCalculatedTradeById(requestParameters: PortfolioManagementApiGetCalculatedTradeByIdRequest, options?: AxiosRequestConfig): AxiosPromise<Array<Trade>> {
2263
+ return localVarFp.getCalculatedTradeById(requestParameters, options).then((request) => request(axios, basePath));
2264
+ },
2265
+ /**
2266
+ *
2267
+ * @summary Get details of a model portfolio
2268
+ * @param {PortfolioManagementApiGetModelDetailsByIdRequest} requestParameters Request parameters.
2269
+ * @param {*} [options] Override http request option.
2270
+ * @throws {RequiredError}
2271
+ */
2272
+ getModelDetailsById(requestParameters: PortfolioManagementApiGetModelDetailsByIdRequest, options?: AxiosRequestConfig): AxiosPromise<ModelPortfolioDetails> {
2273
+ return localVarFp.getModelDetailsById(requestParameters, options).then((request) => request(axios, basePath));
2274
+ },
2275
+ /**
2276
+ *
2277
+ * @summary Get sum of cash balances in portfolio group
2278
+ * @param {PortfolioManagementApiGetPortfolioBalancesRequest} requestParameters Request parameters.
2279
+ * @param {*} [options] Override http request option.
2280
+ * @throws {RequiredError}
2281
+ */
2282
+ getPortfolioBalances(requestParameters: PortfolioManagementApiGetPortfolioBalancesRequest, options?: AxiosRequestConfig): AxiosPromise<Array<Balance>> {
2283
+ return localVarFp.getPortfolioBalances(requestParameters, options).then((request) => request(axios, basePath));
2284
+ },
2285
+ /**
2286
+ *
2287
+ * @summary Get details of a target portfolio
2288
+ * @param {PortfolioManagementApiGetPortfolioDetailsByIdRequest} requestParameters Request parameters.
2289
+ * @param {*} [options] Override http request option.
2290
+ * @throws {RequiredError}
2291
+ */
2292
+ getPortfolioDetailsById(requestParameters: PortfolioManagementApiGetPortfolioDetailsByIdRequest, options?: AxiosRequestConfig): AxiosPromise<PortfolioGroup> {
2293
+ return localVarFp.getPortfolioDetailsById(requestParameters, options).then((request) => request(axios, basePath));
2294
+ },
2295
+ /**
2296
+ *
2297
+ * @summary Return a whole bunch of relevant information relating to a portfolio group.
2298
+ * @param {PortfolioManagementApiGetPortfolioInfoRequest} requestParameters Request parameters.
2299
+ * @param {*} [options] Override http request option.
2300
+ * @throws {RequiredError}
2301
+ */
2302
+ getPortfolioInfo(requestParameters: PortfolioManagementApiGetPortfolioInfoRequest, options?: AxiosRequestConfig): AxiosPromise<PortfolioGroupInfo> {
2303
+ return localVarFp.getPortfolioInfo(requestParameters, options).then((request) => request(axios, basePath));
2304
+ },
2305
+ /**
2306
+ *
2307
+ * @summary Get total of each postions owned in portfolio group
2308
+ * @param {PortfolioManagementApiGetPortfolioPositionsRequest} requestParameters Request parameters.
2309
+ * @param {*} [options] Override http request option.
2310
+ * @throws {RequiredError}
2311
+ */
2312
+ getPortfolioPositions(requestParameters: PortfolioManagementApiGetPortfolioPositionsRequest, options?: AxiosRequestConfig): AxiosPromise<Array<PortfolioGroupPosition>> {
2313
+ return localVarFp.getPortfolioPositions(requestParameters, options).then((request) => request(axios, basePath));
2314
+ },
2315
+ /**
2316
+ *
2317
+ * @summary Get portfolio group settings
2318
+ * @param {PortfolioManagementApiGetPortfolioSettingsRequest} requestParameters Request parameters.
2319
+ * @param {*} [options] Override http request option.
2320
+ * @throws {RequiredError}
2321
+ */
2322
+ getPortfolioSettings(requestParameters: PortfolioManagementApiGetPortfolioSettingsRequest, options?: AxiosRequestConfig): AxiosPromise<PortfolioGroupSettings> {
2323
+ return localVarFp.getPortfolioSettings(requestParameters, options).then((request) => request(axios, basePath));
2324
+ },
2325
+ /**
2326
+ *
2327
+ * @summary Get a specific target from a portfolio group
2328
+ * @param {PortfolioManagementApiGetPortfolioTargetByIdRequest} requestParameters Request parameters.
2329
+ * @param {*} [options] Override http request option.
2330
+ * @throws {RequiredError}
2331
+ */
2332
+ getPortfolioTargetById(requestParameters: PortfolioManagementApiGetPortfolioTargetByIdRequest, options?: AxiosRequestConfig): AxiosPromise<TargetAsset> {
2333
+ return localVarFp.getPortfolioTargetById(requestParameters, options).then((request) => request(axios, basePath));
2334
+ },
2335
+ /**
2336
+ *
2337
+ * @summary Get all target assets under the specified PortfolioGroup.
2338
+ * @param {PortfolioManagementApiGetPortfolioTargetsRequest} requestParameters Request parameters.
2339
+ * @param {*} [options] Override http request option.
2340
+ * @throws {RequiredError}
2341
+ */
2342
+ getPortfolioTargets(requestParameters: PortfolioManagementApiGetPortfolioTargetsRequest, options?: AxiosRequestConfig): AxiosPromise<Array<TargetAsset>> {
2343
+ return localVarFp.getPortfolioTargets(requestParameters, options).then((request) => request(axios, basePath));
2344
+ },
2345
+ /**
2346
+ *
2347
+ * @summary Get an array of excluded assets associated with a portfolio group\\
2348
+ * @param {PortfolioManagementApiGetPortoflioExcludedAssetsRequest} requestParameters Request parameters.
2349
+ * @param {*} [options] Override http request option.
2350
+ * @throws {RequiredError}
2351
+ */
2352
+ getPortoflioExcludedAssets(requestParameters: PortfolioManagementApiGetPortoflioExcludedAssetsRequest, options?: AxiosRequestConfig): AxiosPromise<Array<ExcludedAsset>> {
2353
+ return localVarFp.getPortoflioExcludedAssets(requestParameters, options).then((request) => request(axios, basePath));
2354
+ },
2355
+ /**
2356
+ *
2357
+ * @summary Import target allocation based on portfolio group
2358
+ * @param {PortfolioManagementApiImportModelPortfolioRequest} requestParameters Request parameters.
2359
+ * @param {*} [options] Override http request option.
2360
+ * @throws {RequiredError}
2361
+ */
2362
+ importModelPortfolio(requestParameters: PortfolioManagementApiImportModelPortfolioRequest, options?: AxiosRequestConfig): AxiosPromise<Array<TargetAsset>> {
2363
+ return localVarFp.importModelPortfolio(requestParameters, options).then((request) => request(axios, basePath));
2364
+ },
2365
+ /**
2366
+ *
2367
+ * @summary List all portfolio groups
2368
+ * @param {PortfolioManagementApiListRequest} requestParameters Request parameters.
2369
+ * @param {*} [options] Override http request option.
2370
+ * @throws {RequiredError}
2371
+ */
2372
+ list(requestParameters: PortfolioManagementApiListRequest, options?: AxiosRequestConfig): AxiosPromise<Array<PortfolioGroup>> {
2373
+ return localVarFp.list(requestParameters, options).then((request) => request(axios, basePath));
2374
+ },
2375
+ /**
2376
+ *
2377
+ * @summary List of model asset class
2378
+ * @param {*} [options] Override http request option.
2379
+ * @throws {RequiredError}
2380
+ */
2381
+ listAssetClasses(options?: AxiosRequestConfig): AxiosPromise<Array<ModelAssetClassDetails>> {
2382
+ return localVarFp.listAssetClasses(options).then((request) => request(axios, basePath));
2383
+ },
2384
+ /**
2385
+ *
2386
+ * @summary List of trades to make to rebalance portfolio group
2387
+ * @param {PortfolioManagementApiListCalculatedTradesRequest} requestParameters Request parameters.
2388
+ * @param {*} [options] Override http request option.
2389
+ * @throws {RequiredError}
2390
+ */
2391
+ listCalculatedTrades(requestParameters: PortfolioManagementApiListCalculatedTradesRequest, options?: AxiosRequestConfig): AxiosPromise<CalculatedTrade> {
2392
+ return localVarFp.listCalculatedTrades(requestParameters, options).then((request) => request(axios, basePath));
2393
+ },
2394
+ /**
2395
+ *
2396
+ * @summary List of model portfolio
2397
+ * @param {*} [options] Override http request option.
2398
+ * @throws {RequiredError}
2399
+ */
2400
+ listModelPortfolio(options?: AxiosRequestConfig): AxiosPromise<Array<ModelPortfolioDetails>> {
2401
+ return localVarFp.listModelPortfolio(options).then((request) => request(axios, basePath));
2402
+ },
2403
+ /**
2404
+ *
2405
+ * @summary Get all accounts associated with a portfolio group
2406
+ * @param {PortfolioManagementApiListPortfolioAccountsRequest} requestParameters Request parameters.
2407
+ * @param {*} [options] Override http request option.
2408
+ * @throws {RequiredError}
2409
+ */
2410
+ listPortfolioAccounts(requestParameters: PortfolioManagementApiListPortfolioAccountsRequest, options?: AxiosRequestConfig): AxiosPromise<Array<Account>> {
2411
+ return localVarFp.listPortfolioAccounts(requestParameters, options).then((request) => request(axios, basePath));
2412
+ },
2413
+ /**
2414
+ *
2415
+ * @summary Updates model portfolio object
2416
+ * @param {PortfolioManagementApiModifyModelPortfolioByIdRequest} requestParameters Request parameters.
2417
+ * @param {*} [options] Override http request option.
2418
+ * @throws {RequiredError}
2419
+ */
2420
+ modifyModelPortfolioById(requestParameters: PortfolioManagementApiModifyModelPortfolioByIdRequest, options?: AxiosRequestConfig): AxiosPromise<void> {
2421
+ return localVarFp.modifyModelPortfolioById(requestParameters, options).then((request) => request(axios, basePath));
2422
+ },
2423
+ /**
2424
+ *
2425
+ * @summary Update an existing target portfolio.
2426
+ * @param {PortfolioManagementApiSavePortfolioRequest} requestParameters Request parameters.
2427
+ * @param {*} [options] Override http request option.
2428
+ * @throws {RequiredError}
2429
+ */
2430
+ savePortfolio(requestParameters: PortfolioManagementApiSavePortfolioRequest, options?: AxiosRequestConfig): AxiosPromise<PortfolioGroup> {
2431
+ return localVarFp.savePortfolio(requestParameters, options).then((request) => request(axios, basePath));
2432
+ },
2433
+ /**
2434
+ *
2435
+ * @summary Search for symbols limited to brokerages under the specified portfolio group
2436
+ * @param {PortfolioManagementApiSearchPortfolioSymbolsRequest} requestParameters Request parameters.
2437
+ * @param {*} [options] Override http request option.
2438
+ * @throws {RequiredError}
2439
+ */
2440
+ searchPortfolioSymbols(requestParameters: PortfolioManagementApiSearchPortfolioSymbolsRequest, options?: AxiosRequestConfig): AxiosPromise<Array<UniversalSymbol>> {
2441
+ return localVarFp.searchPortfolioSymbols(requestParameters, options).then((request) => request(axios, basePath));
2442
+ },
2443
+ /**
2444
+ *
2445
+ * @summary Set a new list of target assets under the specified PortfolioGroup. All existing target assets under this portfolio group will be replaced with the new list.
2446
+ * @param {PortfolioManagementApiSetPortfolioTargetsRequest} requestParameters Request parameters.
2447
+ * @param {*} [options] Override http request option.
2448
+ * @throws {RequiredError}
2449
+ */
2450
+ setPortfolioTargets(requestParameters: PortfolioManagementApiSetPortfolioTargetsRequest, options?: AxiosRequestConfig): AxiosPromise<Array<TargetAsset>> {
2451
+ return localVarFp.setPortfolioTargets(requestParameters, options).then((request) => request(axios, basePath));
2452
+ },
2453
+ /**
2454
+ *
2455
+ * @summary Updates model asset class objects
2456
+ * @param {PortfolioManagementApiUpdateAssetClassRequest} requestParameters Request parameters.
2457
+ * @param {*} [options] Override http request option.
2458
+ * @throws {RequiredError}
2459
+ */
2460
+ updateAssetClass(requestParameters: PortfolioManagementApiUpdateAssetClassRequest, options?: AxiosRequestConfig): AxiosPromise<void> {
2461
+ return localVarFp.updateAssetClass(requestParameters, options).then((request) => request(axios, basePath));
2462
+ },
2463
+ /**
2464
+ *
2465
+ * @summary Updates portfolio group settings
2466
+ * @param {PortfolioManagementApiUpdatePortfolioSettingsRequest} requestParameters Request parameters.
2467
+ * @param {*} [options] Override http request option.
2468
+ * @throws {RequiredError}
2469
+ */
2470
+ updatePortfolioSettings(requestParameters: PortfolioManagementApiUpdatePortfolioSettingsRequest, options?: AxiosRequestConfig): AxiosPromise<PortfolioGroupSettings> {
2471
+ return localVarFp.updatePortfolioSettings(requestParameters, options).then((request) => request(axios, basePath));
2472
+ },
2473
+ /**
2474
+ *
2475
+ * @summary Update a TargetAsset under the specified PortfolioGroup.
2476
+ * @param {PortfolioManagementApiUpdatePortfolioTargetByIdRequest} requestParameters Request parameters.
2477
+ * @param {*} [options] Override http request option.
2478
+ * @throws {RequiredError}
2479
+ */
2480
+ updatePortfolioTargetById(requestParameters: PortfolioManagementApiUpdatePortfolioTargetByIdRequest, options?: AxiosRequestConfig): AxiosPromise<TargetAsset> {
2481
+ return localVarFp.updatePortfolioTargetById(requestParameters, options).then((request) => request(axios, basePath));
2482
+ },
2483
+ };
2484
+ };
2485
+
2486
+ /**
2487
+ * Request parameters for addPortfolioExcludedAsset operation in PortfolioManagementApi.
2488
+ * @export
2489
+ * @interface PortfolioManagementApiAddPortfolioExcludedAssetRequest
2490
+ */
2491
+ export interface PortfolioManagementApiAddPortfolioExcludedAssetRequest {
2492
+ /**
2493
+ * The ID of the PortfolioGroup under which to exclude an asset.
2494
+ * @type {string}
2495
+ * @memberof PortfolioManagementApiAddPortfolioExcludedAsset
2496
+ */
2497
+ readonly portfolioGroupId: string
2498
+
2499
+ /**
2500
+ *
2501
+ * @type {UniversalSymbol}
2502
+ * @memberof PortfolioManagementApiAddPortfolioExcludedAsset
2503
+ */
2504
+ readonly requestBody?: UniversalSymbol
2505
+ }
2506
+
2507
+ /**
2508
+ * Request parameters for create operation in PortfolioManagementApi.
2509
+ * @export
2510
+ * @interface PortfolioManagementApiCreateRequest
2511
+ */
2512
+ export interface PortfolioManagementApiCreateRequest {
2513
+ /**
2514
+ *
2515
+ * @type {string}
2516
+ * @memberof PortfolioManagementApiCreate
2517
+ */
2518
+ readonly userId: string
2519
+
2520
+ /**
2521
+ *
2522
+ * @type {string}
2523
+ * @memberof PortfolioManagementApiCreate
2524
+ */
2525
+ readonly userSecret: string
2526
+
2527
+ /**
2528
+ *
2529
+ * @type {{ [key: string]: any; }}
2530
+ * @memberof PortfolioManagementApiCreate
2531
+ */
2532
+ readonly requestBody: { [key: string]: any; }
2533
+ }
2534
+
2535
+ /**
2536
+ * Request parameters for deleteAssetClass operation in PortfolioManagementApi.
2537
+ * @export
2538
+ * @interface PortfolioManagementApiDeleteAssetClassRequest
2539
+ */
2540
+ export interface PortfolioManagementApiDeleteAssetClassRequest {
2541
+ /**
2542
+ * The ID of the model asset class to delete.
2543
+ * @type {string}
2544
+ * @memberof PortfolioManagementApiDeleteAssetClass
2545
+ */
2546
+ readonly modelAssetClassId: string
2547
+ }
2548
+
2549
+ /**
2550
+ * Request parameters for deleteExcludedAsset operation in PortfolioManagementApi.
2551
+ * @export
2552
+ * @interface PortfolioManagementApiDeleteExcludedAssetRequest
2553
+ */
2554
+ export interface PortfolioManagementApiDeleteExcludedAssetRequest {
2555
+ /**
2556
+ * The ID of the PortfolioGroup under which to unexclude an asset.
2557
+ * @type {string}
2558
+ * @memberof PortfolioManagementApiDeleteExcludedAsset
2559
+ */
2560
+ readonly portfolioGroupId: string
2561
+
2562
+ /**
2563
+ * The ID of the excluded asset Symbol to delete.
2564
+ * @type {string}
2565
+ * @memberof PortfolioManagementApiDeleteExcludedAsset
2566
+ */
2567
+ readonly symbolId: string
2568
+ }
2569
+
2570
+ /**
2571
+ * Request parameters for deleteModelPortfolioById operation in PortfolioManagementApi.
2572
+ * @export
2573
+ * @interface PortfolioManagementApiDeleteModelPortfolioByIdRequest
2574
+ */
2575
+ export interface PortfolioManagementApiDeleteModelPortfolioByIdRequest {
2576
+ /**
2577
+ * The ID of the model portfolio to delete.
2578
+ * @type {string}
2579
+ * @memberof PortfolioManagementApiDeleteModelPortfolioById
2580
+ */
2581
+ readonly modelPortfolioId: string
2582
+ }
2583
+
2584
+ /**
2585
+ * Request parameters for deletePortfoli operation in PortfolioManagementApi.
2586
+ * @export
2587
+ * @interface PortfolioManagementApiDeletePortfoliRequest
2588
+ */
2589
+ export interface PortfolioManagementApiDeletePortfoliRequest {
2590
+ /**
2591
+ * The ID of the PortfolioGroup to delete.
2592
+ * @type {string}
2593
+ * @memberof PortfolioManagementApiDeletePortfoli
2594
+ */
2595
+ readonly portfolioGroupId: string
2596
+ }
2597
+
2598
+ /**
2599
+ * Request parameters for deletePortfolioTargetById operation in PortfolioManagementApi.
2600
+ * @export
2601
+ * @interface PortfolioManagementApiDeletePortfolioTargetByIdRequest
2602
+ */
2603
+ export interface PortfolioManagementApiDeletePortfolioTargetByIdRequest {
2604
+ /**
2605
+ * The ID of the PortfolioGroup under which to remove the target asset.
2606
+ * @type {string}
2607
+ * @memberof PortfolioManagementApiDeletePortfolioTargetById
2608
+ */
2609
+ readonly portfolioGroupId: string
2610
+
2611
+ /**
2612
+ * The ID of the TargetAsset to delete.
2613
+ * @type {string}
2614
+ * @memberof PortfolioManagementApiDeletePortfolioTargetById
2615
+ */
2616
+ readonly targetAssetId: string
2617
+ }
2618
+
2619
+ /**
2620
+ * Request parameters for detailAssetClass operation in PortfolioManagementApi.
2621
+ * @export
2622
+ * @interface PortfolioManagementApiDetailAssetClassRequest
2623
+ */
2624
+ export interface PortfolioManagementApiDetailAssetClassRequest {
2625
+ /**
2626
+ * The ID of the model asset class to get.
2627
+ * @type {string}
2628
+ * @memberof PortfolioManagementApiDetailAssetClass
2629
+ */
2630
+ readonly modelAssetClassId: string
2631
+ }
2632
+
2633
+ /**
2634
+ * Request parameters for getCalculatedTradeById operation in PortfolioManagementApi.
2635
+ * @export
2636
+ * @interface PortfolioManagementApiGetCalculatedTradeByIdRequest
2637
+ */
2638
+ export interface PortfolioManagementApiGetCalculatedTradeByIdRequest {
2639
+ /**
2640
+ * The ID of the PortfolioGroup to perform rebalancing calculations
2641
+ * @type {string}
2642
+ * @memberof PortfolioManagementApiGetCalculatedTradeById
2643
+ */
2644
+ readonly portfolioGroupId: string
2645
+
2646
+ /**
2647
+ * The ID of calculated trade to get account impact
2648
+ * @type {string}
2649
+ * @memberof PortfolioManagementApiGetCalculatedTradeById
2650
+ */
2651
+ readonly calculatedTradeId: string
2652
+
2653
+ /**
2654
+ * The ID of trade object
2655
+ * @type {string}
2656
+ * @memberof PortfolioManagementApiGetCalculatedTradeById
2657
+ */
2658
+ readonly tradeId: string
2659
+ }
2660
+
2661
+ /**
2662
+ * Request parameters for getModelDetailsById operation in PortfolioManagementApi.
2663
+ * @export
2664
+ * @interface PortfolioManagementApiGetModelDetailsByIdRequest
2665
+ */
2666
+ export interface PortfolioManagementApiGetModelDetailsByIdRequest {
2667
+ /**
2668
+ * The ID of the model portfolio to get.
2669
+ * @type {string}
2670
+ * @memberof PortfolioManagementApiGetModelDetailsById
2671
+ */
2672
+ readonly modelPortfolioId: string
2673
+ }
2674
+
2675
+ /**
2676
+ * Request parameters for getPortfolioBalances operation in PortfolioManagementApi.
2677
+ * @export
2678
+ * @interface PortfolioManagementApiGetPortfolioBalancesRequest
2679
+ */
2680
+ export interface PortfolioManagementApiGetPortfolioBalancesRequest {
2681
+ /**
2682
+ * The ID of the PortfolioGroup under which to create the target asset.
2683
+ * @type {string}
2684
+ * @memberof PortfolioManagementApiGetPortfolioBalances
2685
+ */
2686
+ readonly portfolioGroupId: string
2687
+ }
2688
+
2689
+ /**
2690
+ * Request parameters for getPortfolioDetailsById operation in PortfolioManagementApi.
2691
+ * @export
2692
+ * @interface PortfolioManagementApiGetPortfolioDetailsByIdRequest
2693
+ */
2694
+ export interface PortfolioManagementApiGetPortfolioDetailsByIdRequest {
2695
+ /**
2696
+ * The ID of the PortfolioGroup to get.
2697
+ * @type {string}
2698
+ * @memberof PortfolioManagementApiGetPortfolioDetailsById
2699
+ */
2700
+ readonly portfolioGroupId: string
2701
+ }
2702
+
2703
+ /**
2704
+ * Request parameters for getPortfolioInfo operation in PortfolioManagementApi.
2705
+ * @export
2706
+ * @interface PortfolioManagementApiGetPortfolioInfoRequest
2707
+ */
2708
+ export interface PortfolioManagementApiGetPortfolioInfoRequest {
2709
+ /**
2710
+ * The ID of the PortfolioGroup under which to create the target asset.
2711
+ * @type {string}
2712
+ * @memberof PortfolioManagementApiGetPortfolioInfo
2713
+ */
2714
+ readonly portfolioGroupId: string
2715
+ }
2716
+
2717
+ /**
2718
+ * Request parameters for getPortfolioPositions operation in PortfolioManagementApi.
2719
+ * @export
2720
+ * @interface PortfolioManagementApiGetPortfolioPositionsRequest
2721
+ */
2722
+ export interface PortfolioManagementApiGetPortfolioPositionsRequest {
2723
+ /**
2724
+ * The ID of the PortfolioGroup under which to create the target asset.
2725
+ * @type {string}
2726
+ * @memberof PortfolioManagementApiGetPortfolioPositions
2727
+ */
2728
+ readonly portfolioGroupId: string
2729
+ }
2730
+
2731
+ /**
2732
+ * Request parameters for getPortfolioSettings operation in PortfolioManagementApi.
2733
+ * @export
2734
+ * @interface PortfolioManagementApiGetPortfolioSettingsRequest
2735
+ */
2736
+ export interface PortfolioManagementApiGetPortfolioSettingsRequest {
2737
+ /**
2738
+ * The ID of the PortfolioGroup under which to get the settings.
2739
+ * @type {string}
2740
+ * @memberof PortfolioManagementApiGetPortfolioSettings
2741
+ */
2742
+ readonly portfolioGroupId: string
2743
+ }
2744
+
2745
+ /**
2746
+ * Request parameters for getPortfolioTargetById operation in PortfolioManagementApi.
2747
+ * @export
2748
+ * @interface PortfolioManagementApiGetPortfolioTargetByIdRequest
2749
+ */
2750
+ export interface PortfolioManagementApiGetPortfolioTargetByIdRequest {
2751
+ /**
2752
+ * The ID of the PortfolioGroup under which to get the target asset.
2753
+ * @type {string}
2754
+ * @memberof PortfolioManagementApiGetPortfolioTargetById
2755
+ */
2756
+ readonly portfolioGroupId: string
2757
+
2758
+ /**
2759
+ * The ID of the TargetAsset to get.
2760
+ * @type {string}
2761
+ * @memberof PortfolioManagementApiGetPortfolioTargetById
2762
+ */
2763
+ readonly targetAssetId: string
2764
+ }
2765
+
2766
+ /**
2767
+ * Request parameters for getPortfolioTargets operation in PortfolioManagementApi.
2768
+ * @export
2769
+ * @interface PortfolioManagementApiGetPortfolioTargetsRequest
2770
+ */
2771
+ export interface PortfolioManagementApiGetPortfolioTargetsRequest {
2772
+ /**
2773
+ * The ID of the PortfolioGroup under which to create the target asset.
2774
+ * @type {string}
2775
+ * @memberof PortfolioManagementApiGetPortfolioTargets
2776
+ */
2777
+ readonly portfolioGroupId: string
2778
+ }
2779
+
2780
+ /**
2781
+ * Request parameters for getPortoflioExcludedAssets operation in PortfolioManagementApi.
2782
+ * @export
2783
+ * @interface PortfolioManagementApiGetPortoflioExcludedAssetsRequest
2784
+ */
2785
+ export interface PortfolioManagementApiGetPortoflioExcludedAssetsRequest {
2786
+ /**
2787
+ * The ID of the PortfolioGroup under which the excluded assets are linked.
2788
+ * @type {string}
2789
+ * @memberof PortfolioManagementApiGetPortoflioExcludedAssets
2790
+ */
2791
+ readonly portfolioGroupId: string
2792
+ }
2793
+
2794
+ /**
2795
+ * Request parameters for importModelPortfolio operation in PortfolioManagementApi.
2796
+ * @export
2797
+ * @interface PortfolioManagementApiImportModelPortfolioRequest
2798
+ */
2799
+ export interface PortfolioManagementApiImportModelPortfolioRequest {
2800
+ /**
2801
+ * The ID of the PortfolioGroup under which to create the target asset.
2802
+ * @type {string}
2803
+ * @memberof PortfolioManagementApiImportModelPortfolio
2804
+ */
2805
+ readonly portfolioGroupId: string
2806
+ }
2807
+
2808
+ /**
2809
+ * Request parameters for list operation in PortfolioManagementApi.
2810
+ * @export
2811
+ * @interface PortfolioManagementApiListRequest
2812
+ */
2813
+ export interface PortfolioManagementApiListRequest {
2814
+ /**
2815
+ *
2816
+ * @type {string}
2817
+ * @memberof PortfolioManagementApiList
2818
+ */
2819
+ readonly userId: string
2820
+
2821
+ /**
2822
+ *
2823
+ * @type {string}
2824
+ * @memberof PortfolioManagementApiList
2825
+ */
2826
+ readonly userSecret: string
2827
+ }
2828
+
2829
+ /**
2830
+ * Request parameters for listCalculatedTrades operation in PortfolioManagementApi.
2831
+ * @export
2832
+ * @interface PortfolioManagementApiListCalculatedTradesRequest
2833
+ */
2834
+ export interface PortfolioManagementApiListCalculatedTradesRequest {
2835
+ /**
2836
+ * The ID of the PortfolioGroup to perform rebalancing calculations
2837
+ * @type {string}
2838
+ * @memberof PortfolioManagementApiListCalculatedTrades
2839
+ */
2840
+ readonly portfolioGroupId: string
2841
+ }
2842
+
2843
+ /**
2844
+ * Request parameters for listPortfolioAccounts operation in PortfolioManagementApi.
2845
+ * @export
2846
+ * @interface PortfolioManagementApiListPortfolioAccountsRequest
2847
+ */
2848
+ export interface PortfolioManagementApiListPortfolioAccountsRequest {
2849
+ /**
2850
+ * The ID of the PortfolioGroup under which the accounts are linked.
2851
+ * @type {string}
2852
+ * @memberof PortfolioManagementApiListPortfolioAccounts
2853
+ */
2854
+ readonly portfolioGroupId: string
2855
+ }
2856
+
2857
+ /**
2858
+ * Request parameters for modifyModelPortfolioById operation in PortfolioManagementApi.
2859
+ * @export
2860
+ * @interface PortfolioManagementApiModifyModelPortfolioByIdRequest
2861
+ */
2862
+ export interface PortfolioManagementApiModifyModelPortfolioByIdRequest {
2863
+ /**
2864
+ * The ID of the model portfolio to update.
2865
+ * @type {string}
2866
+ * @memberof PortfolioManagementApiModifyModelPortfolioById
2867
+ */
2868
+ readonly modelPortfolioId: string
2869
+
2870
+ /**
2871
+ * Use this endpoint change model asset class name and to add or remove a model portfolio security/model portfolio asset class. <br /><br /> * The model portfolio name and model portfolio model type is required. <br /> * The model portfolio model type must be either 0 or 1. [0 -> Securities based, 1 -> Asset Class based] <br /><br /> * If the model portfolio type is 0, the model portfolio asset class must be an empty array. <br /> * If the model portfolio type is 1, the model portfolio security must be an empty array. <br /><br /> * When updating the model portfolio security, the percent is required. Only the symbol id is required for the symbol object <br /> * When updating the model portfolio asset classes, the percent is required. Only the model asset class id is required for the model asset class object <br /><br /> * To remove all model portfolio securities or model portfolio asset class, set then to an empty array
2872
+ * @type {ModelPortfolioDetails}
2873
+ * @memberof PortfolioManagementApiModifyModelPortfolioById
2874
+ */
2875
+ readonly requestBody: ModelPortfolioDetails
2876
+ }
2877
+
2878
+ /**
2879
+ * Request parameters for savePortfolio operation in PortfolioManagementApi.
2880
+ * @export
2881
+ * @interface PortfolioManagementApiSavePortfolioRequest
2882
+ */
2883
+ export interface PortfolioManagementApiSavePortfolioRequest {
2884
+ /**
2885
+ * The ID of the PortfolioGroup to update.
2886
+ * @type {string}
2887
+ * @memberof PortfolioManagementApiSavePortfolio
2888
+ */
2889
+ readonly portfolioGroupId: string
2890
+
2891
+ /**
2892
+ *
2893
+ * @type {{ [key: string]: any; }}
2894
+ * @memberof PortfolioManagementApiSavePortfolio
2895
+ */
2896
+ readonly requestBody: { [key: string]: any; }
2897
+ }
2898
+
2899
+ /**
2900
+ * Request parameters for searchPortfolioSymbols operation in PortfolioManagementApi.
2901
+ * @export
2902
+ * @interface PortfolioManagementApiSearchPortfolioSymbolsRequest
2903
+ */
2904
+ export interface PortfolioManagementApiSearchPortfolioSymbolsRequest {
2905
+ /**
2906
+ * The ID of the PortfolioGroup to search under
2907
+ * @type {string}
2908
+ * @memberof PortfolioManagementApiSearchPortfolioSymbols
2909
+ */
2910
+ readonly portfolioGroupId: string
2911
+
2912
+ /**
2913
+ *
2914
+ * @type {SymbolQuery}
2915
+ * @memberof PortfolioManagementApiSearchPortfolioSymbols
2916
+ */
2917
+ readonly requestBody?: SymbolQuery
2918
+ }
2919
+
2920
+ /**
2921
+ * Request parameters for setPortfolioTargets operation in PortfolioManagementApi.
2922
+ * @export
2923
+ * @interface PortfolioManagementApiSetPortfolioTargetsRequest
2924
+ */
2925
+ export interface PortfolioManagementApiSetPortfolioTargetsRequest {
2926
+ /**
2927
+ * The ID of the PortfolioGroup under which to create the target asset.
2928
+ * @type {string}
2929
+ * @memberof PortfolioManagementApiSetPortfolioTargets
2930
+ */
2931
+ readonly portfolioGroupId: string
2932
+
2933
+ /**
2934
+ *
2935
+ * @type {Array<TargetAsset>}
2936
+ * @memberof PortfolioManagementApiSetPortfolioTargets
2937
+ */
2938
+ readonly requestBody?: Array<TargetAsset>
2939
+ }
2940
+
2941
+ /**
2942
+ * Request parameters for updateAssetClass operation in PortfolioManagementApi.
2943
+ * @export
2944
+ * @interface PortfolioManagementApiUpdateAssetClassRequest
2945
+ */
2946
+ export interface PortfolioManagementApiUpdateAssetClassRequest {
2947
+ /**
2948
+ * The ID of the model asset class to update.
2949
+ * @type {string}
2950
+ * @memberof PortfolioManagementApiUpdateAssetClass
2951
+ */
2952
+ readonly modelAssetClassId: string
2953
+
2954
+ /**
2955
+ * Use this endpoint change model asset class name and to add or remove a model asset class target. <br /><br /> * Only the model asset class name is required for the model asset class object. <br /> * Only the symbol id is required for the symbol object in the model asset class target object. <br /> * To remove all model asset class targets, set the model asset class target as an empty array
2956
+ * @type {ModelAssetClassDetails}
2957
+ * @memberof PortfolioManagementApiUpdateAssetClass
2958
+ */
2959
+ readonly requestBody: ModelAssetClassDetails
2960
+ }
2961
+
2962
+ /**
2963
+ * Request parameters for updatePortfolioSettings operation in PortfolioManagementApi.
2964
+ * @export
2965
+ * @interface PortfolioManagementApiUpdatePortfolioSettingsRequest
2966
+ */
2967
+ export interface PortfolioManagementApiUpdatePortfolioSettingsRequest {
2968
+ /**
2969
+ * The ID of the PortfolioGroup under which to patch the settings.
2970
+ * @type {string}
2971
+ * @memberof PortfolioManagementApiUpdatePortfolioSettings
2972
+ */
2973
+ readonly portfolioGroupId: string
2974
+ }
2975
+
2976
+ /**
2977
+ * Request parameters for updatePortfolioTargetById operation in PortfolioManagementApi.
2978
+ * @export
2979
+ * @interface PortfolioManagementApiUpdatePortfolioTargetByIdRequest
2980
+ */
2981
+ export interface PortfolioManagementApiUpdatePortfolioTargetByIdRequest {
2982
+ /**
2983
+ * The ID of the PortfolioGroup under which to patch the target asset.
2984
+ * @type {string}
2985
+ * @memberof PortfolioManagementApiUpdatePortfolioTargetById
2986
+ */
2987
+ readonly portfolioGroupId: string
2988
+
2989
+ /**
2990
+ * The ID of the TargetAsset to patch.
2991
+ * @type {string}
2992
+ * @memberof PortfolioManagementApiUpdatePortfolioTargetById
2993
+ */
2994
+ readonly targetAssetId: string
2995
+
2996
+ /**
2997
+ *
2998
+ * @type {TargetAsset}
2999
+ * @memberof PortfolioManagementApiUpdatePortfolioTargetById
3000
+ */
3001
+ readonly requestBody: TargetAsset
3002
+ }
3003
+
3004
+ /**
3005
+ * PortfolioManagementApi - object-oriented interface
3006
+ * @export
3007
+ * @class PortfolioManagementApi
3008
+ * @extends {BaseAPI}
3009
+ */
3010
+ export class PortfolioManagementApi extends BaseAPI {
3011
+ /**
3012
+ *
3013
+ * @summary Adds an asset to exclude to a portfolio group
3014
+ * @param {PortfolioManagementApiAddPortfolioExcludedAssetRequest} requestParameters Request parameters.
3015
+ * @param {*} [options] Override http request option.
3016
+ * @throws {RequiredError}
3017
+ * @memberof PortfolioManagementApi
3018
+ */
3019
+ public addPortfolioExcludedAsset(requestParameters: PortfolioManagementApiAddPortfolioExcludedAssetRequest, options?: AxiosRequestConfig) {
3020
+ return PortfolioManagementApiFp(this.configuration).addPortfolioExcludedAsset(requestParameters, options).then((request) => request(this.axios, this.basePath));
3021
+ }
3022
+
3023
+ /**
3024
+ *
3025
+ * @summary Create new portfolio group
3026
+ * @param {PortfolioManagementApiCreateRequest} requestParameters Request parameters.
3027
+ * @param {*} [options] Override http request option.
3028
+ * @throws {RequiredError}
3029
+ * @memberof PortfolioManagementApi
3030
+ */
3031
+ public create(requestParameters: PortfolioManagementApiCreateRequest, options?: AxiosRequestConfig) {
3032
+ return PortfolioManagementApiFp(this.configuration).create(requestParameters, options).then((request) => request(this.axios, this.basePath));
3033
+ }
3034
+
3035
+ /**
3036
+ *
3037
+ * @summary Create a new model asset class
3038
+ * @param {*} [options] Override http request option.
3039
+ * @throws {RequiredError}
3040
+ * @memberof PortfolioManagementApi
3041
+ */
3042
+ public createAssetClass(options?: AxiosRequestConfig) {
3043
+ return PortfolioManagementApiFp(this.configuration).createAssetClass(options).then((request) => request(this.axios, this.basePath));
3044
+ }
3045
+
3046
+ /**
3047
+ *
3048
+ * @summary Creates a new model portfolio
3049
+ * @param {*} [options] Override http request option.
3050
+ * @throws {RequiredError}
3051
+ * @memberof PortfolioManagementApi
3052
+ */
3053
+ public createModelPortfolio(options?: AxiosRequestConfig) {
3054
+ return PortfolioManagementApiFp(this.configuration).createModelPortfolio(options).then((request) => request(this.axios, this.basePath));
3055
+ }
3056
+
3057
+ /**
3058
+ *
3059
+ * @summary Deletes a model asset class
3060
+ * @param {PortfolioManagementApiDeleteAssetClassRequest} requestParameters Request parameters.
3061
+ * @param {*} [options] Override http request option.
3062
+ * @throws {RequiredError}
3063
+ * @memberof PortfolioManagementApi
3064
+ */
3065
+ public deleteAssetClass(requestParameters: PortfolioManagementApiDeleteAssetClassRequest, options?: AxiosRequestConfig) {
3066
+ return PortfolioManagementApiFp(this.configuration).deleteAssetClass(requestParameters, options).then((request) => request(this.axios, this.basePath));
3067
+ }
3068
+
3069
+ /**
3070
+ *
3071
+ * @summary Unexclude an asset from a portfolio group
3072
+ * @param {PortfolioManagementApiDeleteExcludedAssetRequest} requestParameters Request parameters.
3073
+ * @param {*} [options] Override http request option.
3074
+ * @throws {RequiredError}
3075
+ * @memberof PortfolioManagementApi
3076
+ */
3077
+ public deleteExcludedAsset(requestParameters: PortfolioManagementApiDeleteExcludedAssetRequest, options?: AxiosRequestConfig) {
3078
+ return PortfolioManagementApiFp(this.configuration).deleteExcludedAsset(requestParameters, options).then((request) => request(this.axios, this.basePath));
3079
+ }
3080
+
3081
+ /**
3082
+ *
3083
+ * @summary Deletes a model portfolio
3084
+ * @param {PortfolioManagementApiDeleteModelPortfolioByIdRequest} requestParameters Request parameters.
3085
+ * @param {*} [options] Override http request option.
3086
+ * @throws {RequiredError}
3087
+ * @memberof PortfolioManagementApi
3088
+ */
3089
+ public deleteModelPortfolioById(requestParameters: PortfolioManagementApiDeleteModelPortfolioByIdRequest, options?: AxiosRequestConfig) {
3090
+ return PortfolioManagementApiFp(this.configuration).deleteModelPortfolioById(requestParameters, options).then((request) => request(this.axios, this.basePath));
3091
+ }
3092
+
3093
+ /**
3094
+ *
3095
+ * @summary Remove a target portfolio.
3096
+ * @param {PortfolioManagementApiDeletePortfoliRequest} requestParameters Request parameters.
3097
+ * @param {*} [options] Override http request option.
3098
+ * @throws {RequiredError}
3099
+ * @memberof PortfolioManagementApi
3100
+ */
3101
+ public deletePortfoli(requestParameters: PortfolioManagementApiDeletePortfoliRequest, options?: AxiosRequestConfig) {
3102
+ return PortfolioManagementApiFp(this.configuration).deletePortfoli(requestParameters, options).then((request) => request(this.axios, this.basePath));
3103
+ }
3104
+
3105
+ /**
3106
+ *
3107
+ * @summary Remove a TargetAsset.
3108
+ * @param {PortfolioManagementApiDeletePortfolioTargetByIdRequest} requestParameters Request parameters.
3109
+ * @param {*} [options] Override http request option.
3110
+ * @throws {RequiredError}
3111
+ * @memberof PortfolioManagementApi
3112
+ */
3113
+ public deletePortfolioTargetById(requestParameters: PortfolioManagementApiDeletePortfolioTargetByIdRequest, options?: AxiosRequestConfig) {
3114
+ return PortfolioManagementApiFp(this.configuration).deletePortfolioTargetById(requestParameters, options).then((request) => request(this.axios, this.basePath));
3115
+ }
3116
+
3117
+ /**
3118
+ *
3119
+ * @summary Get details of a model asset class
3120
+ * @param {PortfolioManagementApiDetailAssetClassRequest} requestParameters Request parameters.
3121
+ * @param {*} [options] Override http request option.
3122
+ * @throws {RequiredError}
3123
+ * @memberof PortfolioManagementApi
3124
+ */
3125
+ public detailAssetClass(requestParameters: PortfolioManagementApiDetailAssetClassRequest, options?: AxiosRequestConfig) {
3126
+ return PortfolioManagementApiFp(this.configuration).detailAssetClass(requestParameters, options).then((request) => request(this.axios, this.basePath));
3127
+ }
3128
+
3129
+ /**
3130
+ *
3131
+ * @summary Return an individual trade
3132
+ * @param {PortfolioManagementApiGetCalculatedTradeByIdRequest} requestParameters Request parameters.
3133
+ * @param {*} [options] Override http request option.
3134
+ * @throws {RequiredError}
3135
+ * @memberof PortfolioManagementApi
3136
+ */
3137
+ public getCalculatedTradeById(requestParameters: PortfolioManagementApiGetCalculatedTradeByIdRequest, options?: AxiosRequestConfig) {
3138
+ return PortfolioManagementApiFp(this.configuration).getCalculatedTradeById(requestParameters, options).then((request) => request(this.axios, this.basePath));
3139
+ }
3140
+
3141
+ /**
3142
+ *
3143
+ * @summary Get details of a model portfolio
3144
+ * @param {PortfolioManagementApiGetModelDetailsByIdRequest} requestParameters Request parameters.
3145
+ * @param {*} [options] Override http request option.
3146
+ * @throws {RequiredError}
3147
+ * @memberof PortfolioManagementApi
3148
+ */
3149
+ public getModelDetailsById(requestParameters: PortfolioManagementApiGetModelDetailsByIdRequest, options?: AxiosRequestConfig) {
3150
+ return PortfolioManagementApiFp(this.configuration).getModelDetailsById(requestParameters, options).then((request) => request(this.axios, this.basePath));
3151
+ }
3152
+
3153
+ /**
3154
+ *
3155
+ * @summary Get sum of cash balances in portfolio group
3156
+ * @param {PortfolioManagementApiGetPortfolioBalancesRequest} requestParameters Request parameters.
3157
+ * @param {*} [options] Override http request option.
3158
+ * @throws {RequiredError}
3159
+ * @memberof PortfolioManagementApi
3160
+ */
3161
+ public getPortfolioBalances(requestParameters: PortfolioManagementApiGetPortfolioBalancesRequest, options?: AxiosRequestConfig) {
3162
+ return PortfolioManagementApiFp(this.configuration).getPortfolioBalances(requestParameters, options).then((request) => request(this.axios, this.basePath));
3163
+ }
3164
+
3165
+ /**
3166
+ *
3167
+ * @summary Get details of a target portfolio
3168
+ * @param {PortfolioManagementApiGetPortfolioDetailsByIdRequest} requestParameters Request parameters.
3169
+ * @param {*} [options] Override http request option.
3170
+ * @throws {RequiredError}
3171
+ * @memberof PortfolioManagementApi
3172
+ */
3173
+ public getPortfolioDetailsById(requestParameters: PortfolioManagementApiGetPortfolioDetailsByIdRequest, options?: AxiosRequestConfig) {
3174
+ return PortfolioManagementApiFp(this.configuration).getPortfolioDetailsById(requestParameters, options).then((request) => request(this.axios, this.basePath));
3175
+ }
3176
+
3177
+ /**
3178
+ *
3179
+ * @summary Return a whole bunch of relevant information relating to a portfolio group.
3180
+ * @param {PortfolioManagementApiGetPortfolioInfoRequest} requestParameters Request parameters.
3181
+ * @param {*} [options] Override http request option.
3182
+ * @throws {RequiredError}
3183
+ * @memberof PortfolioManagementApi
3184
+ */
3185
+ public getPortfolioInfo(requestParameters: PortfolioManagementApiGetPortfolioInfoRequest, options?: AxiosRequestConfig) {
3186
+ return PortfolioManagementApiFp(this.configuration).getPortfolioInfo(requestParameters, options).then((request) => request(this.axios, this.basePath));
3187
+ }
3188
+
3189
+ /**
3190
+ *
3191
+ * @summary Get total of each postions owned in portfolio group
3192
+ * @param {PortfolioManagementApiGetPortfolioPositionsRequest} requestParameters Request parameters.
3193
+ * @param {*} [options] Override http request option.
3194
+ * @throws {RequiredError}
3195
+ * @memberof PortfolioManagementApi
3196
+ */
3197
+ public getPortfolioPositions(requestParameters: PortfolioManagementApiGetPortfolioPositionsRequest, options?: AxiosRequestConfig) {
3198
+ return PortfolioManagementApiFp(this.configuration).getPortfolioPositions(requestParameters, options).then((request) => request(this.axios, this.basePath));
3199
+ }
3200
+
3201
+ /**
3202
+ *
3203
+ * @summary Get portfolio group settings
3204
+ * @param {PortfolioManagementApiGetPortfolioSettingsRequest} requestParameters Request parameters.
3205
+ * @param {*} [options] Override http request option.
3206
+ * @throws {RequiredError}
3207
+ * @memberof PortfolioManagementApi
3208
+ */
3209
+ public getPortfolioSettings(requestParameters: PortfolioManagementApiGetPortfolioSettingsRequest, options?: AxiosRequestConfig) {
3210
+ return PortfolioManagementApiFp(this.configuration).getPortfolioSettings(requestParameters, options).then((request) => request(this.axios, this.basePath));
3211
+ }
3212
+
3213
+ /**
3214
+ *
3215
+ * @summary Get a specific target from a portfolio group
3216
+ * @param {PortfolioManagementApiGetPortfolioTargetByIdRequest} requestParameters Request parameters.
3217
+ * @param {*} [options] Override http request option.
3218
+ * @throws {RequiredError}
3219
+ * @memberof PortfolioManagementApi
3220
+ */
3221
+ public getPortfolioTargetById(requestParameters: PortfolioManagementApiGetPortfolioTargetByIdRequest, options?: AxiosRequestConfig) {
3222
+ return PortfolioManagementApiFp(this.configuration).getPortfolioTargetById(requestParameters, options).then((request) => request(this.axios, this.basePath));
3223
+ }
3224
+
3225
+ /**
3226
+ *
3227
+ * @summary Get all target assets under the specified PortfolioGroup.
3228
+ * @param {PortfolioManagementApiGetPortfolioTargetsRequest} requestParameters Request parameters.
3229
+ * @param {*} [options] Override http request option.
3230
+ * @throws {RequiredError}
3231
+ * @memberof PortfolioManagementApi
3232
+ */
3233
+ public getPortfolioTargets(requestParameters: PortfolioManagementApiGetPortfolioTargetsRequest, options?: AxiosRequestConfig) {
3234
+ return PortfolioManagementApiFp(this.configuration).getPortfolioTargets(requestParameters, options).then((request) => request(this.axios, this.basePath));
3235
+ }
3236
+
3237
+ /**
3238
+ *
3239
+ * @summary Get an array of excluded assets associated with a portfolio group\\
3240
+ * @param {PortfolioManagementApiGetPortoflioExcludedAssetsRequest} requestParameters Request parameters.
3241
+ * @param {*} [options] Override http request option.
3242
+ * @throws {RequiredError}
3243
+ * @memberof PortfolioManagementApi
3244
+ */
3245
+ public getPortoflioExcludedAssets(requestParameters: PortfolioManagementApiGetPortoflioExcludedAssetsRequest, options?: AxiosRequestConfig) {
3246
+ return PortfolioManagementApiFp(this.configuration).getPortoflioExcludedAssets(requestParameters, options).then((request) => request(this.axios, this.basePath));
3247
+ }
3248
+
3249
+ /**
3250
+ *
3251
+ * @summary Import target allocation based on portfolio group
3252
+ * @param {PortfolioManagementApiImportModelPortfolioRequest} requestParameters Request parameters.
3253
+ * @param {*} [options] Override http request option.
3254
+ * @throws {RequiredError}
3255
+ * @memberof PortfolioManagementApi
3256
+ */
3257
+ public importModelPortfolio(requestParameters: PortfolioManagementApiImportModelPortfolioRequest, options?: AxiosRequestConfig) {
3258
+ return PortfolioManagementApiFp(this.configuration).importModelPortfolio(requestParameters, options).then((request) => request(this.axios, this.basePath));
3259
+ }
3260
+
3261
+ /**
3262
+ *
3263
+ * @summary List all portfolio groups
3264
+ * @param {PortfolioManagementApiListRequest} requestParameters Request parameters.
3265
+ * @param {*} [options] Override http request option.
3266
+ * @throws {RequiredError}
3267
+ * @memberof PortfolioManagementApi
3268
+ */
3269
+ public list(requestParameters: PortfolioManagementApiListRequest, options?: AxiosRequestConfig) {
3270
+ return PortfolioManagementApiFp(this.configuration).list(requestParameters, options).then((request) => request(this.axios, this.basePath));
3271
+ }
3272
+
3273
+ /**
3274
+ *
3275
+ * @summary List of model asset class
3276
+ * @param {*} [options] Override http request option.
3277
+ * @throws {RequiredError}
3278
+ * @memberof PortfolioManagementApi
3279
+ */
3280
+ public listAssetClasses(options?: AxiosRequestConfig) {
3281
+ return PortfolioManagementApiFp(this.configuration).listAssetClasses(options).then((request) => request(this.axios, this.basePath));
3282
+ }
3283
+
3284
+ /**
3285
+ *
3286
+ * @summary List of trades to make to rebalance portfolio group
3287
+ * @param {PortfolioManagementApiListCalculatedTradesRequest} requestParameters Request parameters.
3288
+ * @param {*} [options] Override http request option.
3289
+ * @throws {RequiredError}
3290
+ * @memberof PortfolioManagementApi
3291
+ */
3292
+ public listCalculatedTrades(requestParameters: PortfolioManagementApiListCalculatedTradesRequest, options?: AxiosRequestConfig) {
3293
+ return PortfolioManagementApiFp(this.configuration).listCalculatedTrades(requestParameters, options).then((request) => request(this.axios, this.basePath));
3294
+ }
3295
+
3296
+ /**
3297
+ *
3298
+ * @summary List of model portfolio
3299
+ * @param {*} [options] Override http request option.
3300
+ * @throws {RequiredError}
3301
+ * @memberof PortfolioManagementApi
3302
+ */
3303
+ public listModelPortfolio(options?: AxiosRequestConfig) {
3304
+ return PortfolioManagementApiFp(this.configuration).listModelPortfolio(options).then((request) => request(this.axios, this.basePath));
3305
+ }
3306
+
3307
+ /**
3308
+ *
3309
+ * @summary Get all accounts associated with a portfolio group
3310
+ * @param {PortfolioManagementApiListPortfolioAccountsRequest} requestParameters Request parameters.
3311
+ * @param {*} [options] Override http request option.
3312
+ * @throws {RequiredError}
3313
+ * @memberof PortfolioManagementApi
3314
+ */
3315
+ public listPortfolioAccounts(requestParameters: PortfolioManagementApiListPortfolioAccountsRequest, options?: AxiosRequestConfig) {
3316
+ return PortfolioManagementApiFp(this.configuration).listPortfolioAccounts(requestParameters, options).then((request) => request(this.axios, this.basePath));
3317
+ }
3318
+
3319
+ /**
3320
+ *
3321
+ * @summary Updates model portfolio object
3322
+ * @param {PortfolioManagementApiModifyModelPortfolioByIdRequest} requestParameters Request parameters.
3323
+ * @param {*} [options] Override http request option.
3324
+ * @throws {RequiredError}
3325
+ * @memberof PortfolioManagementApi
3326
+ */
3327
+ public modifyModelPortfolioById(requestParameters: PortfolioManagementApiModifyModelPortfolioByIdRequest, options?: AxiosRequestConfig) {
3328
+ return PortfolioManagementApiFp(this.configuration).modifyModelPortfolioById(requestParameters, options).then((request) => request(this.axios, this.basePath));
3329
+ }
3330
+
3331
+ /**
3332
+ *
3333
+ * @summary Update an existing target portfolio.
3334
+ * @param {PortfolioManagementApiSavePortfolioRequest} requestParameters Request parameters.
3335
+ * @param {*} [options] Override http request option.
3336
+ * @throws {RequiredError}
3337
+ * @memberof PortfolioManagementApi
3338
+ */
3339
+ public savePortfolio(requestParameters: PortfolioManagementApiSavePortfolioRequest, options?: AxiosRequestConfig) {
3340
+ return PortfolioManagementApiFp(this.configuration).savePortfolio(requestParameters, options).then((request) => request(this.axios, this.basePath));
3341
+ }
3342
+
3343
+ /**
3344
+ *
3345
+ * @summary Search for symbols limited to brokerages under the specified portfolio group
3346
+ * @param {PortfolioManagementApiSearchPortfolioSymbolsRequest} requestParameters Request parameters.
3347
+ * @param {*} [options] Override http request option.
3348
+ * @throws {RequiredError}
3349
+ * @memberof PortfolioManagementApi
3350
+ */
3351
+ public searchPortfolioSymbols(requestParameters: PortfolioManagementApiSearchPortfolioSymbolsRequest, options?: AxiosRequestConfig) {
3352
+ return PortfolioManagementApiFp(this.configuration).searchPortfolioSymbols(requestParameters, options).then((request) => request(this.axios, this.basePath));
3353
+ }
3354
+
3355
+ /**
3356
+ *
3357
+ * @summary Set a new list of target assets under the specified PortfolioGroup. All existing target assets under this portfolio group will be replaced with the new list.
3358
+ * @param {PortfolioManagementApiSetPortfolioTargetsRequest} requestParameters Request parameters.
3359
+ * @param {*} [options] Override http request option.
3360
+ * @throws {RequiredError}
3361
+ * @memberof PortfolioManagementApi
3362
+ */
3363
+ public setPortfolioTargets(requestParameters: PortfolioManagementApiSetPortfolioTargetsRequest, options?: AxiosRequestConfig) {
3364
+ return PortfolioManagementApiFp(this.configuration).setPortfolioTargets(requestParameters, options).then((request) => request(this.axios, this.basePath));
3365
+ }
3366
+
3367
+ /**
3368
+ *
3369
+ * @summary Updates model asset class objects
3370
+ * @param {PortfolioManagementApiUpdateAssetClassRequest} requestParameters Request parameters.
3371
+ * @param {*} [options] Override http request option.
3372
+ * @throws {RequiredError}
3373
+ * @memberof PortfolioManagementApi
3374
+ */
3375
+ public updateAssetClass(requestParameters: PortfolioManagementApiUpdateAssetClassRequest, options?: AxiosRequestConfig) {
3376
+ return PortfolioManagementApiFp(this.configuration).updateAssetClass(requestParameters, options).then((request) => request(this.axios, this.basePath));
3377
+ }
3378
+
3379
+ /**
3380
+ *
3381
+ * @summary Updates portfolio group settings
3382
+ * @param {PortfolioManagementApiUpdatePortfolioSettingsRequest} requestParameters Request parameters.
3383
+ * @param {*} [options] Override http request option.
3384
+ * @throws {RequiredError}
3385
+ * @memberof PortfolioManagementApi
3386
+ */
3387
+ public updatePortfolioSettings(requestParameters: PortfolioManagementApiUpdatePortfolioSettingsRequest, options?: AxiosRequestConfig) {
3388
+ return PortfolioManagementApiFp(this.configuration).updatePortfolioSettings(requestParameters, options).then((request) => request(this.axios, this.basePath));
3389
+ }
3390
+
3391
+ /**
3392
+ *
3393
+ * @summary Update a TargetAsset under the specified PortfolioGroup.
3394
+ * @param {PortfolioManagementApiUpdatePortfolioTargetByIdRequest} requestParameters Request parameters.
3395
+ * @param {*} [options] Override http request option.
3396
+ * @throws {RequiredError}
3397
+ * @memberof PortfolioManagementApi
3398
+ */
3399
+ public updatePortfolioTargetById(requestParameters: PortfolioManagementApiUpdatePortfolioTargetByIdRequest, options?: AxiosRequestConfig) {
3400
+ return PortfolioManagementApiFp(this.configuration).updatePortfolioTargetById(requestParameters, options).then((request) => request(this.axios, this.basePath));
3401
+ }
3402
+ }